QuoteForge

Built for owner-led businesses

Turn scattered job detailsinto a quote draft you can check.

QuoteForge reads the enquiry, organises the job details, checks what is missing, applies your pricebook, and prepares the result for review.

The complete example

One fictional enquiry from intake to review.

Follow the enquiry as QuoteForge organises the details, calculates the draft, asks for missing information, and leaves the final decision with the owner.

  1. Messy enquiry arrives

    The original fictional request stays visible while QuoteForge begins organising it.

  2. Known and missing details

    Confirmed details are organised and missing answers are clearly marked.

  3. Business rules are checked

    The pricebook, exclusions and required details decide whether the draft can continue.

  4. Pricebook total is calculated

    Software calculates the total from the fictional business pricebook.

  5. Review, ask, or stop

    QuoteForge prepares a draft, asks for missing details, or flags work for separate review.

  6. The owner decides

    The owner can edit, approve, reject or hold the draft.

  7. A correction creates a new version

    The owner changes the quantity while the original result remains available.

  8. The revised calculation matches

    Running the corrected job again produces the same total and a matching technical record.

Interactive fictional walkthrough

Southern Fenceworks — the same witness as homepage and Proof.

A small fencing business receives a messy side-of-house enquiry. QuoteForge organises the known details, flags missing answers, calculates from the business pricebook, and leaves excluded work for separate review. This is not a customer result. QuoteForge leaves the total incomplete when required information is missing.

Fictional product demonstration · Southern Fenceworks · no customer data · nothing sent

DemoFictional product demo

01 / Enquiry · Ready quote

Messy enquiry arrives

The original fictional request stays visible while QuoteForge begins organising it.

Fictional enquiry

14 Fictional Boundary Road, Dunedin · fictional example · not a customer record

Unprocessed
“Hey, maybe 18m of timber fence down the side, 1.8 high, easy access, boundary pegs confirmed.”
BusinessSouthern Fenceworks
External AI calls0
Sent externallyNo

Demo status

Generated from a fictional local product run. No live business system is connected. Not a customer result and not production-ready. External effects DISABLED.

Useful for

One quoting bottleneck.

  • Turning messy trade enquiries into a structured, reviewable draft.
  • Keeping unknowns visible instead of inventing a complete quote.
  • Calculating from the business's current pricebook.
  • Flagging work that needs separate review — here, retaining-wall jobs.

What it refuses

What it leaves for you.

  • Inventing a rate or filling a missing required fact.
  • Sending, booking, charging, invoicing or publishing anything.
  • Treating a review-ready draft as an approved customer quote.
  • Connecting Xero, Tradify, Fergus, email or payments at activation.

A real pilot still needs

Your real business information.

  • Owner-supplied price lists, exclusions and templates.
  • A written scope before any live workflow.
  • Human review of every customer-facing draft.
  • Measured baseline evidence — not a readiness score or time-saved claim.

Where evenings disappear

The parts of quoting that steal the evening.

QuoteForge focuses on the repetitive work between receiving an enquiry and having a draft ready to check.

01

Incomplete enquiries

A customer writes that they need a quote. Product, address and site facts are missing. Evenings disappear in back-and-forth before a scope exists.

02

Rebuilding the same draft

Owners retype line items from memory or last month's spreadsheet instead of starting from a structured, reviewable handoff.

03

Unapproved rates

Quoting from memory or an old spreadsheet is how margins leak. QuoteForge calculates from the current business pricebook.

04

Work that should have waited

Site visits get booked before product, access and budget are known. QuoteForge flags what is missing before more time is committed.

Who does what

AI organises. Pricing rules calculate. You decide.

Each part has one clear job, so the draft is easier to check and the final quote remains yours.

Model

AI

Reads the enquiry, organises the details, and drafts follow-up questions.

Does not: Set prices, book work, or send to the customer.

Code

CODE

Looks up current rates, calculates totals, and leaves incomplete jobs for review.

Does not: Invent a missing detail or price.

Owner

YOU

Checks the draft, makes changes, and decides whether to send it.

Does not: Replaced by the tool.

Why use QuoteForge

Plausible sentences are not a quote.

Quoting needs reliable arithmetic, your current pricebook, and a clear list of anything still missing.

Pricing and rate calculation

ChatCan draft language but does not carry your configured pricebook.

QuoteForgeCalculates from your current rate card. A missing item is flagged for review.

Missing details

ChatNeeds you to notice and explain each missing detail.

QuoteForgeLists the missing details and prepares the questions to ask.

Customer commitments

ChatProduces text that still needs careful checking.

QuoteForgeKeeps the result as a draft for the owner to check and send.

Downstream systems

ChatUsually leaves the result as conversation text.

QuoteForgeProduces structured line items ready for review. Connections to other systems are agreed separately.

What the owner provides

Start with what your business already uses.

Bring the pricebook, exclusions, templates and examples that already guide your quotes. We agree what is needed before any private business information is used.

  • ✓Service catalogue or product list
  • ✓Labour and material rules
  • ✓Travel or site-visit criteria
  • ✓GST treatment
  • ✓Exclusions and scope boundaries
  • ✓Approval thresholds
  • ✓Examples of real prior work

Before we talk

Capture the bottleneck before we talk.

Four questions help describe the current bottleneck. Your answers stay in this browser unless you choose to bring them to a call.

Local conversation brief · nothing transmitted · not a fit score

Evidence classProvisional note

Question 1 of 4

How do your job enquiries currently arrive?

Select your most common communication channel

Select an option to continue. Nothing leaves this page.

What a pilot would measure

Did it save time and prepare better drafts?

We record the starting process, then compare draft time, missing details found, corrections needed and staff time used. These are measures for a pilot, not savings claimed in advance.

✓Time from enquiry to staff-ready draft
✓Missing details caught before follow-up
✓Owner corrections per enquiry
✓Safe stops and withheld totals
✓No-price / no-commitment boundary breaches
✓Staff time spent per enquiry

Founding pilot

Scoped after workflow review

A focused pilot for one workflow. We first confirm the current process, information sources, pricing rules, reviewer and starting point, then provide written scope and pricing before work begins. Your team reviews every draft. After 30 days, we look at the results together and decide whether to continue.

Terms are scoped after workflow review and confirmed in writing. Engagement detail · 1-page dossier

Does this resemble a quoting bottleneck you own?

Tell us what arrives, what takes time, and what a finished quote needs. We map the current process before proposing a pilot.