Open AI Quote
AI Quote is three steps: Quote Input → Review & Customer → Items & Confirm. The input tabs are Ask, Inbox, Paste Email, Upload File, and Archived. Emails forwarded to your shop's quotes@ address and requests customers send from the portal land in the Inbox, already parsed.
What to do
Why it matters
Give it the request
Paste Email takes the subject and body. Upload File takes a PDF or image — scanned PDFs and phone photos work. Emails in the Inbox are read with their attachments too — a spreadsheet pasted as a screenshot becomes one line per row. Click Parse with AI and a progress line shows Reading → Classifying → Extracting → Matching materials → Finding customer, usually 10–20 seconds.
What to do
Why it matters
Review & Customer
Step 2 shows the Parse Confidence, the project name and due date, the customer match, and every line it found. The customer is matched on email, company name, and phone — an existing customer collapses to one line with an Edit toggle, a new one opens the form already filled in.
What to do
Why it matters
Items & Confirm: fix specs with a click
Step 3 shows who the quote is for, the project details, and each line as chips — quantity, size, material, sides, finishing. Anything the parser assumed is a dashed (assumed) chip. Each line shows an estimate from your own calculators, with the AI $ price beside it.
What to do
Why it matters
Lines that need a material
A line reading Needs material can't be priced until it has one. Pick material opens a short list of the closest matches from your inventory, with sizes and stock on hand.
What to do
Why it matters
Create the quote
Create Quote puts every line straight into the Quote Builder's cart — at the price the customer's PO states when there is one, from the calculator otherwise. Finishing the customer asked for, like hemming or grommets, arrives as its own priced lines.
What to do
Why it matters
Inbox to quote in 60 seconds ✨
This is one of the most-loved features. Next: managing customers and their history.