Quoting Agent
Quotes in minutes, not hours.
Generates accurate, professional quotes from your price book in under 2 minutes. Voice-to-quote lets you dictate on-site and send instantly. Automatic follow-ups until the customer says yes.
Capabilities
What the Quoting Agent does.
Every feature is purpose-built for trade businesses. No generic chatbots — real workflows that save you time and money.
Voice-to-quote
Dictate what you see on-site. The agent transcribes, matches materials from your price book, and generates a professional quote.
Price book integration
Pulls materials, labor rates, and markups directly from your configured price book. Always accurate, always up-to-date.
Professional PDFs
Generates branded quote documents with line items, terms, and your company logo. Customers can accept with one click.
Auto follow-up
Sends reminders at 24h, 3 days, and 7 days. Adjusts messaging based on customer engagement. Stops when they respond.
Pipeline tracking
Kanban board shows every quote from Draft → Sent → Viewed → Accepted. Know exactly where your revenue stands.
Instant delivery
Sends quotes via email and SMS simultaneously. Customers get a professional link they can view and accept on any device.
In Action
Real-world scenarios.
You're on-site at a panel upgrade. You voice-memo: '200A panel, 20 breakers, 6 hours labor.' The agent generates a $3,850 quote and sends it before you leave the driveway.
A quote has been sitting for 3 days. The agent sends a friendly follow-up: 'Hi Sarah, just checking in on your panel upgrade quote. Happy to answer any questions.'
A customer views the quote link — you get a notification. The agent sends a 'I see you're reviewing the quote' message to keep momentum.
The Difference
Before vs. after.
✕Without Sterling
With Sterling
Put your Quoting Agent to work.
Start your 14-day free trial. No credit card required. Live in 30 minutes.