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🧾 AI Quotes and Estimates Prompts

Describe how you price work and Taskade Genesis builds a quoting app: a price book, a line-item builder, a public accept link, and chase automations.

30 prompts available

Build a Quote and Estimate App

Build a quoting app with a price book, a line-item builder, a public accept link, chase automations, and a win-rate dashboard.

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Manage a Living Price Book

Keep services, materials, costs, and markups in one editable price book, with margin alerts and a review date on every line.

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Generate Client Proposals From a Brief

Turn a client brief into a scoped proposal with deliverables, exclusions, timeline, and price, drafted from your own past wins.

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Route Estimates Through Approval

Route quotes above a threshold to the right approver with a deputy, a visible queue, and a full record of who approved what.

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Chase Quotes Nobody Answered

Chase every unanswered quote on a schedule with escalating messages that stop automatically the moment the customer replies.

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See Your Win Rate Honestly

Track win rate by customer type and job size, average deal value, and time to decision, with an agent that names the pattern.

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Track Change Orders Against the Original

Capture, price, and get sign-off on every change to a quoted job, with running totals against the original figure.

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Price a Job From the Materials List

Turn a measurement into a costed materials list with waste factors, delivery, disposal, and live prices from your own price book.

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Estimate Labour Honestly

Price labour by role, crew size, and duration with loaded rates, travel, and setup, checked against what past jobs actually took.

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Offer Good, Better, and Best

Present every quote as three priced tiers with a recommended option, and track which tier customers actually choose.

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Expire Old Quotes Cleanly

Give every quote a validity period with customer warnings, automatic expiry, and one-tap repricing at current rates.

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Turn a Site Visit Into a Quote

Capture measurements, photos, and access notes on site, then generate and send the priced quote before you leave.

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Compare Subcontractor Bids Fairly

Normalise subcontractor bids onto one scope, surface exclusions, and score on price, reliability, and risk together.

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Control Who Can Discount What

Set discount ceilings per role and product, require a reason on every discount, and show margin moving in real time.

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Quote Recurring Work Properly

Price maintenance contracts by visit and by year with agreed escalation, renewal reminders, and full-term value modelling.

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Stop rewriting the same quote. Describe what you sell, what it costs, and how you mark it up, and Taskade Genesis returns a working quoting app: a price book you edit, a builder that totals the line items, a link your customer accepts with one tap, and a dashboard that tells you what is still sitting out there.

Start with a live kit

Clone a running app, then load your own prices.

What is a quoting prompt?

A quoting prompt is a plain-English description of how you decide a price. You name the things you sell, what they cost you, what you add on top, and what has to happen between sending a number and hearing back. Taskade Genesis builds the app around that. Your price book becomes real records you can edit, not numbers buried in a page nobody can change.

Why Taskade Genesis for quoting

  • Your prices are data, not code. Change a rate once and every quote after it is right. You do not need a developer, and nothing has to be rebuilt.
  • The quote is just a link. Send it, they see the line items, they tap Accept. The status flips and you get told. No PDF going back and forth.
  • Nothing goes cold on its own. A scheduled automation chases anything unanswered, which is where most quotes quietly die.
  • An assistant that knows your history. Ask what you charged this customer last time, or what is still unanswered this month, and get the answer from your own records.
  • Two logins from the start. Your estimator builds quotes. Only you change prices. App sign-in and App Users are in beta and work on every plan.

Where the boundary sits

This is the quoting and acceptance layer. It works out the number, presents it, and records the yes. Taking payment, bookkeeping, and tax all live downstream, and these apps hand off to them cleanly instead of pretending to replace them.

Who is it for

  • Trades and service businesses writing estimates after hours and losing track of which ones went out.
  • Agencies and consultants sending proposals that need options, scope, and an expiry date.
  • Suppliers and fabricators quoting from a materials list where margin is thin and one arithmetic slip costs real money.
  • Anyone whose win rate is a guess, because nobody ever wrote down what was declined and why.

Send the accepted quote onward with invoicing prompts, keep the relationship in CRM prompts, and price the job properly with calculator prompts. Browse live examples in the Community Gallery, or start a build at Taskade Genesis.