Quote Autopilot
Move approved work from quote to paid without the admin chase.
For any business that quotes work: connect scoping, quoting, approval, deposits, job handoff and invoice follow-up so customers know what happens next and your team stops copying data between systems.
The problem
Revenue slows down when every handoff is manual.
01Job details are re-entered when a lead becomes a quote.
02Customers cannot approve, pay a deposit or supply missing details in one place.
03Operations learns about the job through forwarded emails and incomplete notes.
04Invoices and overdue reminders depend on manual follow-up.
How it works
The quote-to-cash flow
Scope
Turn qualified customer and job information into a consistent scope for review.
Quote
Create and send the right proposal or quote using your pricing rules and approval limits.
Approve and pay
Capture acceptance, signatures, deposits and the details needed to start.
Handoff and collect
Create the job, notify the right people, issue invoices and follow up on exceptions.
Included
What we deliver
Quote and approval workflow
CRM, accounting and job-management integrations
Deposit and invoice triggers
Operational handoff checklist
Exception alerts and overdue follow-up
Cycle-time and status reporting
Fixed price in writing after the audit — no hourly billing
Best fit
Built for real service workflows
Commercial trade businesses with 5–30 staff
Teams producing repeatable quotes or proposals
Businesses using separate CRM, quoting and accounting tools
Owners who cannot see where approved revenue is stuck
Any business with the same handoff — the examples above are examples
Synthetic demonstration — not a client result
Approved quote to job and deposit
A demo flow turns an accepted quote into a job record, requests the deposit, sends the customer a clear next-step message and alerts operations only when the required information is complete.
Not just a demo — The CRM-logging piece runs on our own inbound requests too — every real pricing-pack and workflow-audit request PAKS receives gets logged the same way, automatically.
Start with the workflow.
We will show you where the process leaks and what is worth fixing first.
Apply for a Free Workflow Audit