Estimator
Drafts quotes- Starts when a survey is complete
- Turns a rate request into a quote that follows the partner's tier
- Writes it in your brand style, ready to review
Asks you firstThe quote stays a draft. You review it and you send it.
Turns rate requests (inbound email or web form) into partner-tier-aware quotes that respect every hard pricing floor. Renders brand-styled HTML and writes a draft quote to the Pricing module for human review.
A surveyor reads every rate request and hand-builds a quote, hours per lead.
Quotes are drafted from the company rates and wait for review.
Every agent shows its reasoning and waits for your approval on anything customer-facing.
Accounts are created by invitation. Tell us about your company and we will open one for your team.