AI Quoting Software
AI Quoting Software for a Cabinet Shop. Give visitors a price range, price the real job from your list, and chase every open quote. Free to clone.
AI Quoting Software is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 6 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Plumb Line. Its automations include Quote accepted, draft build checklist, Daily chase and expiry email and Quote sent, draft cover note.
by @taskade
What you can do with AI Quoting Software
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How AI Quoting Software works
- Quote accepted, draft build checklist: when a quote is set Accepted, then Plumb Line drafts the build checklist and Comment the checklist on the quote.
- Daily chase and expiry email: when Every day at 8 AM, then Find quotes to chase and Find quotes expiring in 3 days.
- Quote sent, draft cover note: when a quote is set Sent, then Plumb Line drafts the cover note and Comment the cover note on the quote.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Plumb Line
- Automations: Quote accepted, draft build checklist, Daily chase and expiry email, Quote sent, draft cover note
- Workspace: 6 projects, 1 AI agent, 3 automations