Case study · Sales workflow

AI Quote Accelerator

A 35–40 minute quote became a 3–4 minute workflow.

The AI Quote Accelerator reads a supplier's design drawing, fills the sales team's own quote with every detail, drawing and customer review, and sends a person only what the drawing cannot know. Nothing reaches a customer unchecked.

per quote, down from 35–40: 3–4 minper quote, down from 35–40
quotes on a busy day: 12–15quotes on a busy day
real drawings read in testing: 20 of 20real drawings read in testing

The drawing, read

What did the drawing say, and what still needs a person?

1 / 4

Quote Accelerator · one job after reading

The quote builder · kit 01, filled from the drawing

Quote Accelerator · the queue

Quote Accelerator · the HubSpot note, previewed

Very simple, very effective.

Sales rep who led the testing · On quoting with it, at the rollout check-in

01Before

Every quote was typed by hand

The team needed quotes out fast. Each one meant copying a supplier drawing into a quote, one field at a time.

Every job starts as a drawing from the supplier's design software. Eight pages, the supplier's logo and a building-approval watermark.

A rep re-typed the job into the team's quote builder, field by field.

Then saved a PDF and pasted the drawings in by hand, with the supplier's logo covered.

35 to 40 minutes a quote. Each rep did it their own way, so steps got skipped.

The full plan layout page of the supplier's design drawing, a roof plan with frame sizes and overall dimensions of 6,170 by 5,873, under a for building approval only watermark.

02Input

Pick the quote. Drop in the drawing.

Now a rep can start a quote in two steps. Choose one of the team's four quote documents, then upload the drawing.

Standard kit quote, structure comparison, carports, or supply and install.
The document can be changed on the job afterwards.
Every job lands in one queue, with what it is waiting on.
Archive by hand, or automatically after 30 days.

Step one, choose the quote document, open on four options. Standard Kit Quote, Structure Comparison, a carport kit and Supply and Install Quote, each with a one-line description, beside step two, upload the LLD. — Choose the quote document · the team's four documents

A job just uploaded, with a reading the drawing message, this usually takes under a minute, and a history of uploaded then reading the drawing in the same second. — Reading the drawing · the page updates by itself

07Client proof

Their numbers. Their words.

The rep who led the testing ran the team's own drawings through it, trying to break it, before anyone else used it.

per quote, by hand: 35–40 minper quote, by hand
per quote now: 3–4 minper quote now
quotes on a busy day: 12–15quotes on a busy day

I've been trying to break it, so I haven't had any issues so far.

Sales rep who led the testing

Everyone will be putting out the same product … it's all there, it's all done for them.

Sales rep who led the testing

08What's next

Live today. Switched on next.

Where each part stands, as the delivery record has it.

Live

Drawing in, checked quote out
Four quote documents
The quote saved to HubSpot as a note
One queue, with search and an archive

Built, switched off

Emailing the quote from the portal, once the team is comfortable
“Book a time” and “I'm ready to proceed” on the quote

The sales dashboard: a daily refresh from HubSpot today, real time as the next milestone
Kit details as HubSpot fields, to trigger upsell and cross-sell follow-ups

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