Construction Proposal: Automating Quotes with AI Agents

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The Future of Sending an RFP is Here

Generating accurate and timely quotes is critical for securing projects, yet it remains one of the most time-consuming tasks for contractors that always seems to get slotted to the end of the day or on weekends you’d prefer spending doing so many other things. 

The quoting process requires meticulous data entry, cost calculations, and client communication, all of which you can do, or can be automated using AI-powered agents. In this article, we dive into how AI Agents simplify the quoting process, saving contractors like you time, ensuring higher accuracy in creating and sending proposals.

Quoting, Let AI Do It

The AI Quoting Agent automates the end-to-end process of creating and sending proposals. By extracting data from takeoff sheets and syncing it with price books, it eliminates manual calculations and the risk of costly errors.

Benefits of AI Quoting Agents:

• Automatic Data Extraction: Pulls takeoff information and converts it into an itemized quote.
• Consistent Pricing: Ensures markup consistency by syncing with updated material and labor costs.
• Instant Proposal Generation: Prepares professional-looking proposals in minutes, ready to be emailed to the client.
• Client Interaction Monitoring: Tracks when a proposal is viewed and follows up automatically if no response is received.

Picture This: The Contractor Struggling with Quotes

(Inserting You here), a general contractor, used to spend evenings preparing quotes manually. You often missed opportunities for new work due to delayed proposals. After integrating an AI Quoting Agent into the mix:

• Your email is monitored for takeoff data, and within minutes, the AI generates a detailed quote.
• The AI emails the proposal to the client and tracks whether it has been opened.
• If no response is received in 48 hours, the AI follows up automatically.

The result? More quotes are sent out, on time. You land more projects, reduce quoting errors, and save hours of work each week.

The 4 C’s Now Includes “Consistent”

AI Quoting Agents revolutionize how contractors generate and manage proposals, improving efficiency, consistency and increasing win rates. If you're still spending hours creating quotes manually, it’s time to embrace AI-driven automation. Get in touch with Revalate to explore your options for time saving today!