Sales

Quote Generator

Quotes sent in minutes, not days.

TypeformClaude AIGoogle Docs

The problem

Writing quotes manually is slow and you're losing deals to faster competitors.

Every time a potential client asks for a quote you have to stop what you're doing, read the brief, open a template, customise it, and send it. The window to impress a prospect is short, delays lose deals.

How it works

Step by step.

We handle the entire setup. Here's exactly what happens under the hood once it's live.

Client fills your Typeform

The prospect submits their project brief, budget range, and requirements through your form. Zapier picks it up instantly.

Claude builds the quote

Claude reads every field and generates a complete, professional quote document, with pricing, scope, timeline, and terms, tailored to that specific client.

Quote saved to Google Docs

The document is created in your Google Drive in a dedicated folder, named with the client name and date.

Quote sent by email

The Google Doc link (or PDF export) is emailed to the prospect automatically. You're the sender, they reply directly to you.

What connects

The tools involved.

Everything works with software you already use. No new platforms to learn.

Typeform

Your quote request form, collects project details, budget, timeline.

How to connect

OAuth via Typeform login

Claude AI

Reads the brief and writes a professional, personalised quote document.

How to connect

API key in Zapier

Google Docs

Where the quote is created and stored, ready to send.

How to connect

Connected to your Google account

Demo

See it in action.

A short walkthrough of this automation running live.

Demo video coming soon

Included in

Available from the Business plan.

This automation is included in Business and above. Setup is handled entirely by our team · Also included in Premium.

Business

and above

Start automating View all plans