Quote workflow automation

Turn client requests into quotes you can send today

Upload your templates once. Quotra reads inbox requests, fills them with AI, and delivers finished quotes—in seconds, not half an hour.

InboxAIQuoteSend

QQuotra Engine
Inbox

John Smith

john@abcconstruction.com

to quotes@yourcompany.com

Quote request — steel beams for Phase 1 expansion

Hi,

We're gearing up for our Phase 1 expansion at 1200 Industrial Blvd in Montreal and need pricing for supply and installation of a steel beam package.

Could you send a quote with lead time? My cell is (514) 555-0198.

Thanks,

John · ABC Construction

Request → Quote8 seconds
InGmailOutlookSoonCustom RequestsForms
OutPDFDOCXExcelCustom Templates

Stop rebuilding every quote from scratch

Same request. A fraction of the time.

Before Quotra

20–30 min

  1. Read request
  2. Open Word
  3. Find template
  4. Copy information
  5. Format quote
  6. Save document
  7. Attach document
  8. Reply

After Quotra

Under 10 sec

  1. Open inbox
  2. Generate quote

Same finished quote. Same templates.

Three ways to quote

Same templates and AI—pick the workflow that fits your team.

  • Inbox → Send

    Inbox Automation

    Allowlisted customers automatically receive completed quotes.

  • One-click extract

    Inbox Extension

    Generate quotes from your inbox with one click.

  • Quote hub

    Dashboard

    Generate, edit, manage, and track quotes manually.

How it works

Four steps. No new quoting process to learn.

  1. Step 1

    Upload your quote template

    Your existing files, once.

  2. Step 2

    Connect your inbox

    Extension or dashboard too.

  3. Step 3

    AI extracts information

    From the request thread.

  4. Step 4

    Generate quotes instantly

    Ready to send or download.

Enterprise-ready

Built for teams that quote from the inbox every day

  • Your templates stay yours

    Upload the quote files you already use. No redesign required.

  • No workflow overhaul

    Keep your inbox. Keep your process. Quotra fits where quotes already start.

  • Secure by design

    Secure inbox connections. Your data stays tied to your company account.

Trusted by

Genispec

Teams like yours

  • Construction
  • Engineering
  • Manufacturing
  • Services

Less time on paperwork. More time on the work that closes deals.

If quoting still feels like a separate job from serving clients, Quotra is built to collapse that distance—so "we'll get back to you" becomes "here it is."

Get started