Move from quote request to a confident first draft faster.
OpSmith connects request intake, product or service rules, approved pricing inputs and human review so a quote can move forward without repeating hours of preparation for every prospect.
Reduce quote preparation without automating the promise.
A quote is more than a document. It is a chain of requirements, product choices, pricing rules, missing information, approvals and customer follow-up.
Prepare the decision, then keep the human promise in human hands.
Quote automation is strongest when it removes repeated preparation while preserving pricing authority, exceptions and final approval.
Capture the complete request
Bring form answers, customer selections, files and existing account context into one traceable request.
Prepare a reviewable draft
Apply approved rules, identify missing information and assemble the first draft with its source and assumptions visible.
Approve and follow through
A responsible person confirms the promise before the quote is issued and the follow-up sequence or CRM task begins.
Your team repeatedly assembles similar quotes, spends too long gathering inputs or delays response because the required information lives across several channels.
OpSmith starts with a focused process and a measurable baseline. If the workflow is not a responsible fit for automation, we will say so before implementation.
Know what should be automated—and what should not.
Can AI set our final price?
Only if the business has explicit, approved rules suitable for automation. Judgment-based pricing and unusual commitments should remain with the authorized person.
Can a quote use information from a customer visualizer or configurator?
Yes, when those selections can be passed into the quoting workflow reliably. The source data, pricing logic and approval path need to be designed together.
What happens when information is missing?
The workflow can request the missing detail, hold the draft or route the request to a person. It should not invent a requirement to keep the process moving.
Connect this process to the rest of the operation.
Custom house-wrap visualizer case study
See a visualizer, quote engine and follow-up flow developed as one bespoke customer journey.
ExploreLead follow-up automation
Keep approved quotes and customer next steps from going cold.
ExploreConstruction and trades
Explore quoting, documentation and handoff automation around project-based work.
ExploreYou do not need a perfect automation plan.
Bring us the process your team keeps working around. We will help you find the most useful place to start.