A lead selects services on a form, a priced and branded quote calculates instantly, emails itself to the client, and logs the opportunity to your pipeline — before you've even seen the notification.
The Taskade Genesis Sales Pipeline Workflow (try it live below) is the full quoting system in action: live deals on a Board, conversion rates in a Table, and the quote generator running in the background. Click "Use this app" to clone and own a running copy today.
The quote builds the moment the form is submitted. Service selections and quantities trigger the calculation: the automation pulls your current pricing rules, computes the total, generates a clean branded quote document, emails it to the lead, and creates the pipeline record — all in one motion, with no spreadsheet math and no manual send. The AI agent adds a short tailored note explaining the recommended package in the client's terms, so the quote reads consultative rather than transactional.
This is bidirectional automation at every step. The form submission pulls the lead's selections in; actions push the priced quote out by email, create the CRM opportunity, and notify the account owner in Slack. Built-in reliable automations handle the follow-on logic — if the quote isn't opened within 48 hours, the Proposal Send and Follow-Up Loop picks up the chase automatically.
The Relationship field connects every quote to its lead, the services selected, the resulting proposal, and the eventual invoice — so you can trace a deal from first inquiry to paid in one connected record. View all open quotes in a Table with conversion rates and average deal size, a Board by stage, or a Calendar of follow-up dates. Seven project views on one quoting dataset.
100+ bidirectional integrations make the pipeline live: Typeform or Google Forms pull selections in; Gmail pushes the branded quote out; HubSpot or Pipedrive auto-creates the deal record; Slack notifies the team. The embedded AI agent uses 33 built-in tools and persistent memory of your pricing history — so it can flag when a discount request falls outside policy before the quote goes out.
Workspace DNA keeps your pricing accurate and consistent: Memory holds your rate card, past quotes, and client pricing history; Intelligence calculates, packages, and writes the recommendation note; Execution sends and logs without manual steps. Update your prices once in Memory and every future quote reflects the change. Clone-and-own — no per-quote fees, no seat tax for the whole team to review.
Pair with the Brief to Tailored Proposal Generator for scope-heavy engagements, or the Proposal-to-Cash Pipeline for the full journey from quote to paid invoice. Spin up a quote app in generate, browse automation templates, or read Learn: Form triggers.
Common questions
Can I have different pricing tiers or discount rules?
Yes. The automation supports conditional pricing logic — different rates by service tier, client type, or volume — configured in your rate card stored in Workspace Memory. The agent applies the rules automatically at quote time.
Does the client receive a PDF or a link?
Both options are supported. The automation can generate a PDF attachment via the document tools or send a link to a Taskade Genesis-hosted quote page. Configure the delivery format when you clone.
How does the quote connect to future invoicing?
The Relationship field links the quote to the pipeline deal and later to the invoice. With the Proposal-to-Cash Pipeline, a signed quote automatically triggers invoice generation — no manual hand-off required.