AI Document &Quote Automation
Quotes, proposals and paperwork eat hours every week. AI reads the job details, applies your price list and fills your branded templates — ready for your approval in under a minute.
Overview
We work with the documents you already produce: quotes, invoices, intake forms, site reports. AI reads job details from emails, notes, photos or PDFs and maps the quantities and scope to your price list.
A person reviews every draft before it is sent. Approved quotes pass automatically to your CRM or accounting software so nothing is typed twice.
Why it matters
Faster quotes win more work, and fewer typos protect your margin.
- Hours back. A quote that took an hour to prepare now takes under a minute to check.
- Consistent pricing. Your price list and GST rules applied correctly to every job, every time.
- Fewer errors. Line items extracted directly from your notes or photos, not retyped
- On brand. Every quote and invoice uses your exact layouts and branding.
- Always reviewed. Nothing is sent without approval.
- Connected. Approved documents flow to your CRM or accounting software automatically.
Our process
Audit
Identify the documents and workflows that eat the most hours each week.
Rules
Map your price list, margins and exception rules into the system.
Templates
Build your branded quote and invoice templates into the automation.
Extraction
Configure AI to read emails, notes, photos and PDFs accurately.
Pilot
Run AI on real jobs alongside your team for two weeks.
Roll out
Go live with team training, handover documentation and ongoing support.
Everything your businessneeds online.
Questions?We’re here to help.
Can’t find your answer? Call us on 0449 616 668 or send a message.
01What exactly does AI Document & Quote Automation do?
When job details arrive via email, site visit notes, photos or a PDF form, AI reads them, extracts the scope and quantities, matches them to your price list and GST rules, and fills your branded quote template. A team member reviews the draft before it is sent. Approved quotes are passed to your CRM or accounting software automatically.
02How long does setup take?
Most implementations take 2–3 weeks from the initial audit to go-live. The timeline depends on the number of document types, the complexity of the price list and how many input formats need configuring. A pilot phase runs real jobs through the system alongside your team before anything goes live without review.
03Is my pricing data safe?
Yes. Your price list, margins and templates are used only to process your own documents. They are never shared with or accessible to other businesses using the system. All data is processed through encrypted API calls. We document exactly which systems handle your pricing data during onboardin
04Do I need to change my existing templates?
No. We build the automation around your existing quote and invoice templates: same branding, same sections, same layout. Your documents continue to look exactly as they do now, but produced in a fraction of the time. If your templates need updating, we can handle that as part of the setup.
05Does a person review every quote before it goes out?
Yes, always. Every quote is drafted by AI and held for human review before it is sent to a client or passed to accounting. Your team member can edit any line item, change quantities or override the total before approving. Nothing is sent without sign-off, this step cannot be bypassed.