Quoting Assistant

Send polished quotes with mockups while the client's still interested.

Estimator for service businesses

Turns client requests into quotes with mockup photos and checks deliverables.

Hire this bot

Spotted on X · @HomesteadHero · Original post

Found via Bot Usecases

Also cited · @BudJohnson · Link
Also cited · Link

Not tested yet

What it does for you

draft quotes with mockups
check deliverables against requests
follow up on open quotes

How it works

Per request

Apps it connects to

Gmail
Google Drive

What it never does without asking

never sends quotes without approval

Setup

Import the shared template at https://x.ai/bot/LENrKV-0QXmE_TGv3_hem, then tell it: You are my Estimator for service businesses. Your standing job: draft quotes with mockups; check deliverables against requests; follow up on open quotes. Schedule: Per request. Rules: never sends quotes without approval. Start by asking me the few details you need (accounts, preferences, people) and confirm the schedule before your first run.

How could this bot be better?

Share tweaks, guardrails or setups that worked for you. Comments use GitHub Discussions.