OptiFlow Quote · Agentic AI
A priced, itemised quote in minutes, not days.
OptiFlow Quote turns a job description, a materials list or a plan into a priced, stock checked, itemised quote in minutes, on your website and at the trade counter. Then it chases the quotes that have not converted, before they expire.
How it works
From a job to a priced basket
A quote is a conversation that ends in a priced basket. OptiFlow Quote does the quantity work, the pricing and the follow up, so the first accurate quote back is yours.
The customer describes the job
“I am building a 12m² garden wall”, a pasted materials list, or an uploaded plan.
It works out the quantities
OptiFlow Quote uses your quantity logic and product library to turn the job into the right materials and amounts.
A priced, stock checked quote
It prices the job from your live ERP data, checks stock and returns a clean itemised quote in minutes.
It chases the quote
If a quote has not converted, it follows up before the quote expires, so far fewer quotes go cold.
Why it wins
The first accurate quote usually wins the job
Merchant quoting can take days when it goes through a human takeoff team. OptiFlow Quote gets an accurate, priced quote back in minutes, while the customer is still deciding.
Minutes, not days
An accurate priced quote comes back in minutes, not the days a manual takeoff team can take.
From a description, list or plan
The customer can describe the job, paste a materials list or upload a plan. Otis takes it from there.
Priced from your live data
Every quote is priced from your live ERP data and stock checked, so it is accurate and ready to order.
Itemised and ready to order
The quote comes back as a clean itemised basket the customer can turn into an order in one step.
Chases what has not converted
It follows up on open quotes before they expire, so good quotes do not quietly go cold.
Web and trade counter
The same quoting engine runs on your website and at a self service kiosk on your trade counter.
Where it works
Every job that walks in, priced while it is still fresh
From a scribbled list to a full schedule of works, OptiFlow Quote turns the enquiry into a priced, stock checked, itemised quote in minutes, working from your live catalogue so the number is always one you can stand behind.
A contractor materials list
A customer pastes or sends their list and gets a priced, stock checked basket back in minutes, line by line, ready to turn into an order.
A self builder or homeowner job
They describe the job or upload a plan and OptiFlow Quote works out what is needed and prices it, so a first time buyer gets a clear, itemised answer.
On the trade counter
Your team quotes on the spot while the customer waits, pulling live prices and stock without leaving the counter or opening three screens.
A repeat or reorder
Turns a past order or a previous quote into a fresh, repriced basket in a couple of taps, so regular customers reorder without the back and forth.
A large tender or schedule
Works through a bill of quantities or a long schedule and prices every line against your live data, so the big jobs get the same speed as the small ones.
Quotes that have not converted
Follows up on the quotes that have gone quiet, at the right moment and with the right detail, so fewer priced jobs slip away unnoticed.
Answers
Frequently asked questions
How accurate are the quotes?
Every line is priced from your live ERP data and stock checked against your real availability, so the number the customer sees is the number you can actually stand behind.
Does it check stock as well as price?
Yes. It prices and stock checks in the same pass, so a quote reflects what you can supply now, not a list that falls apart when the order is placed.
Which systems does it work with?
It sits on top of the ERP you already run and prices from your live catalogue and stock. It works with your existing systems and never replaces them.
Does it replace my estimators?
No. It handles the routine quoting at speed and frees your estimators for the complex, high value jobs that genuinely need their judgement.
How does a customer send a job over?
As a plain description, a pasted materials list or an uploaded plan or photo. OptiFlow Quote reads it and turns it into a priced, itemised basket.
How fast is a quote?
Minutes, not days. The customer gets a clear, itemised quote while the job is still fresh, which is usually what wins it.
Can it chase the quotes that have not converted?
Yes. It follows up on unconverted quotes automatically, at the right time and with the right detail, so priced jobs do not quietly slip away.
What does it cost?
OptiFlow Quote starts from 500 pounds a month. Book a demo and we will price it against your own catalogue and show it quoting a real job.
Get started
Quote every job in minutes
See how OptiFlow Quote would turn your customers’ jobs into priced, stock checked quotes, straight from your own data.