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Quote Wizard
← AI & Automation
💬
Qualify Leads and Send Quotes Automatically.
Quote Wizard
Stop spending hours on calls just to send a quote. Quote Wizard is an AI-guided conversation flow that asks the right questions, calculates an estimate, and sends a professional proposal — automatically.
60%
Faster Quote Turnaround
Quote Wizard — Performance
60%
Faster Quote Turnaround • Updated today
Key Capabilities
AI-Guided Intake
Dynamic Quote Generation
Professional Proposals
One-Click Acceptance
Features
Everything Quote Wizard Can Do For You
Powerful capabilities built to drive real results for your business.
🤖
AI-Guided Intake
Nexus AI walks leads through a series of questions via SMS or web chat to gather job details without a phone call.
💰
Dynamic Quote Generation
Based on the intake answers, the system generates a quote using your pricing rules and sends it instantly.
📄
Professional Proposals
Quotes are delivered as polished, branded documents with clear line items and an accept button.
✅
One-Click Acceptance
Customers accept and pay their deposit right from the quote — no back-and-forth needed.
📊
Quote Analytics
Track quote volume, acceptance rates, and average job value to refine your pricing strategy.
How It Works
Up & Running in Minutes
Getting started is fast — no technical knowledge required.
01
Configure Your Pricing
Set up your services and pricing rules — fixed prices, per-unit rates, or custom formulas.
02
Nexus Qualifies the Lead
AI sends the intake questions via SMS automatically when a new lead comes in.
03
Quote Sent & Accepted
The quote fires off instantly. Customer accepts, pays deposit, and you get the job confirmation.
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