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Quote / Estimate Request
Capture project requirements and reference files up front so you can turn around accurate quotes faster.
Where every field comes from
Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.
Attachments (Photos / Specs)
4 fields filled
Requirements / Specifications
Item Count
Dimensions or Specs
Site Address
Your client sends 1 file and types 3 fields. AI reads the documents and fills the other 4.
- Client sends
- 1
- 1 file to upload
- Client types
- 3
- the rest is read for them
- AI fills
- 4
- extracted from the files
- On the form
- 7
- fields in total
Start with Quote / Estimate Request
Import the template and send your first request in minutes.