Quotes and proposals

Draft a quote with AI

Wrapstart AI can read a conversation and draft the quote for you, so you only check it and send it. It's on the Dominator plan.

Draft a quote

  1. Open a lead and choose More actions, then Draft quote with AI. It's also on the lead's Quotes & Proposals tab (AI draft), in a lead's menu on the Leads page, and in the Message Centre.
  2. Wrapstart AI reads the lead's messages, calls and notes and drafts the quote.
  3. Click Save as Draft & Edit. The quote opens so you can check every line before sending.

Where the prices come from

The AI never makes up a price. Each line is priced from your own pricing: your AI rules, your proposals, your Price Book and your service list.

Good to know

The lead needs at least one message or call to draft from. Nothing is sent to the customer until you send the quote yourself.

Quotes and proposalsCreate and send a quoteQuotes and proposalsBuild a proposal or template with AI
Coming soonHow the AI chooses a price
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