An AI quoting assistant that turns "can you quote this?" into a confident next step.
An AI quoting assistant collects the details a quote needs, like scope, photos, measurements and timeline. It applies your pricing rules and drafts the quote or proposal for a person to review and send. The slow part of quoting, gathering and formatting, disappears, and pricing decisions stay with your team.
Before and after an AI worker
Today
- Back-and-forth emails to get basic details
- Quotes built from scratch every time
- Slow turnaround loses jobs to faster competitors
With Clearfork
- Details collected in one conversation
- Drafts built from your pricing rules
- Same-day quotes, approved by a human
How the workflow runs
Request comes in
The customer asks for a quote by phone, form, text or email.
Details gathered
The AI worker asks for exactly what's missing, photos included.
Draft prepared
Your pricing rules and templates produce a clean draft.
You approve
One review, one click, and the quote goes out.
The services behind it
Does the AI set my prices?
No. It applies the pricing rules you give it and drafts the quote. A person on your team approves every quote before it goes to a customer.
Can it work with my quoting software?
Usually, yes. We connect to tools like QuickBooks, PandaDoc and most CRMs, or generate a branded PDF.
More solutions
- Revenue & Follow-up
Leads that don't go cold.
Every inquiry gets a thoughtful reply and a next step, even on a Friday night.
- Customer Experience
Every call answered. Even at 2 AM.
Customers get help where they already are, with a human one tap away.
- Operations & Coordination
Handoffs that stop falling through.
Systems connected, handoffs untangled, and work that keeps moving.
- Admin & Reporting
Monday's report, already written.
Less time gathering information, more time knowing what needs attention.
- Custom Agents & Tools
When the tool doesn't exist, we build it.
Software shaped around how your business actually works.