For businesses that send quotes
Automation for businesses that quote before they work
77 AI Solutions automates the first replies, the quote drafts and the follow-ups that decide whether an enquiry becomes a job. Firms, contractors and event companies are examples; if you send quotes, the same system fits.
Reply within one working day · No commitment · Quote after one chat
WhatsApp · Renovation contractor, Tuesday night
Quotation Q-0218 · Draft for your approval
Interior repaint · 3-bedroom condo
Drafted from the site-visit notes. Revision 1. Every change logged.
Example with made-up data. The assistant drafts, a person checks the price, the system logs who did what.
What can a quote-based business automate first?
Usually the first reply and the quote draft. 77 AI Solutions starts with the assistant that answers enquiries and collects the details a quote needs, then drafts the quote from your price list for you to check. The six automations below come from the 28 on our AI Operating System page.
Enquiry replies
Answers the first questions from your own list, asks for size, location and timing, and books the call or site visit.
Example: renovation contractor, 9:40 pm. Site visit booked for Saturday 10 am.
Saves: evenings spent on first replies
Quote drafts
Call or site-visit notes become a draft quote in your format, from your price list. You check the figures, then send.
Example: printing company. Brochure enquiry turned into a draft, prices marked to confirm.
Saves: typing every quote by hand
Follow-ups on open quotes
Quotes with no reply get a nudge on day 2 and day 5, and your team is alerted when someone answers.
Example: event company. Wedding quote nudged on day 5, client asked for a call.
Saves: quotes that go cold because nobody chased
One customer list
Every enquiry lands in one customer list (a CRM), tagged hot, warm or cold, with the quote and messages attached.
Example: law firm. Twelve enquiries this week, three tagged hot.
Saves: leads that live in one person's phone
Letters and contracts
Engagement letters, scopes and contracts drafted from your templates and the accepted quote, ready to sign.
Example: accounting firm. Engagement letter drafted from the accepted bookkeeping quote.
Saves: copying between quote and contract
Invoices and reminders
Accepted work becomes an invoice and payment reminders follow, with LHDN e-invoicing handled where your business needs it.
Example: contractor. Deposit invoice sent on acceptance, reminder after 7 days.
Saves: chasing payments by hand
Which quote-based businesses can use this?
Any business that sends a quote before the work starts. 77 AI Solutions builds the same enquiry, quote and follow-up system for firms, contractors and event companies; only the price list, the templates and the hand-over rules change. The six below are examples, not a full list.
How can an accounting firm draft proposals faster?
After a discovery call, the notes become a one-page proposal in the firm's own format: scope, monthly fee and exclusions, with fees marked for a partner to confirm. Once the client accepts, the engagement letter is drafted from the same details, and unsigned proposals get a reminder.
Always goes to a person: Tax advice, fee changes, client disputes.
How can a law firm handle website enquiries at night?
A chat window on the firm's website answers the questions the firm allows, such as practice areas, consultation fees and office hours. It takes the visitor's name, number and type of matter and books a callback. It never gives legal advice; every matter goes to a lawyer.
Always goes to a person: Any legal advice, conflict checks.
How can a renovation contractor quote without losing evenings?
Enquiries ask the same things: size, location, timing. The assistant collects them, books the site visit and turns the visit notes into a draft quote from the contractor's price list. Quotes with no reply get a nudge on day 2 and day 5, and the team sees who answered.
Always goes to a person: Final pricing, variations, defect claims.
How can a printing or signage company quote small jobs?
Small jobs follow a price grid: size, quantity, material and finish. The assistant asks those four questions and drafts the quote from the grid while the customer is still in the chat, with the artwork files attached to the job. Rush jobs and unusual materials go to a person to price.
Always goes to a person: Custom pricing, colour proofs.
How can an event company follow up on quotes?
Event enquiries arrive months ahead and then go quiet. Each quote is logged in the customer list with the event date, follow-ups go out on a schedule the company sets, and the team is alerted the moment a client replies or asks to change the date.
Always goes to a person: Package changes, deposits and refunds.
How can a consultancy or agency qualify leads before a call?
The assistant asks about budget, timing and the problem to solve, tags the lead hot, warm or cold in the customer list, and books calls only with leads that fit the rules the firm sets. After the call, the notes become the first draft of the proposal.
Always goes to a person: Pricing decisions, scope negotiations.
Other business types: appointment businesses · order businesses.
What always goes to a person?
Anything that commits you to a price or gives advice. The assistant answers only from your own list and drafts quotes for a person to check. Final prices, legal, tax or technical advice, complaints and anything off the list go to your team. You choose which first replies, if any, go out 24/7.
Prices wait for a person
Quotes stay drafts until someone on your team checks the figures, unless you choose otherwise.
From your list only
Rates, ranges and terms come from your own price list, not the AI's memory.
A log of every revision
Who changed which line, when, and which version the customer received.
How does a quote-based business get started?
With one task, usually the first reply or the quote draft. 77 AI Solutions maps your enquiry channels, price list and quote template in a free AI audit, then builds that first task in two to four weeks. Follow-ups, the customer list and invoicing follow once it runs well.
Free AI audit.
We look at where enquiries come from, how a quote is built today and where jobs are lost.
First task live.
Enquiry replies or quote drafts, built into the tools and template you already use.
Add the next task.
Follow-ups, the customer list, contracts or invoices, one at a time.
The full plan, from the first 30 days to day 90, is on the AI Operating System page.
Frequently asked questions
Will the AI send a price I have not approved?
Only if you allow it. Prices come from your own price list, and quotes wait for a person to check the figures before they go out. A common setup is approval on for every quote, with the assistant answering only the first questions 24/7. You can change the setting at any time.
Can it use my own quote template?
Yes. We build the draft in your own format: your letterhead, line items, payment terms and exclusions, in Google Docs, Word or your accounting tool. The draft fills in from your price list and the call or site-visit notes, and every revision is logged with who changed what.
Which customer list (CRM) do you use?
The one you already have, if it works for you. If you have none, we set up a simple one, such as a Google Sheet or a low-cost CRM, in your own account and name its monthly cost in the quote. Your customer data stays in your accounts, and you keep it if we part ways.
What does it cost?
77 AI Solutions quotes after one chat, because the price depends on your channels, your quote template and how many tasks you start with. The chat and the free AI audit cost nothing. You get a written quote with the scope, timeline, price and what is not included before any work starts.
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