The challenge
A creative agency’s new-business quotes took days, bounced between spreadsheets and inboxes, and often went out inconsistent. Deals cooled while prospects waited.
What we built
A guided quote engine that pulls rate cards and scope templates, assembles a branded proposal, and routes it for a one-click human approval before it ever reaches the client.
The production workflow
Trigger
New-business inquiry submitted
Automated
Scope + rate card assembled into draft proposal
Guard
Human approval gate before send
Automated
Branded quote delivered; CRM updated
The result
Quote turnaround dropped from days to minutes, pricing became consistent, and the team stopped losing warm leads to slow paperwork.