Cleaning services
Capture areas, service frequencies, conditions, and add-on services before the initial calculation.
StepQuote asks your customers the right questions, recognizes your pricing and service logic, and prepares the best possible draft quote – ready for you to review and send. Transparent, secure, fast.
A customer inquiry becomes a draft quote
01
Customer details complete
02
Pricing rules applied
03
Draft ready for review
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Four clear steps to automated quote creation — with less manual work and full control.
How an inquiry becomes a review-ready quote.
A draft quote in four clear steps – with less manual work and full control.
Start with your own quoting logic
Import existing documents
Every quoting process is unique. Upload your existing quotes and price lists and use them immediately as a starting point.
Automatically detect your rules
StepQuote identifies services, prices, and dependencies in your files. You can review and adjust every suggestion – the final decision is always yours.
Learn, adapt, and optimize
The system learns from your adjustments and takes them into account in future draft quotes.
A dynamic inquiry process
Ask the right questions
The inquiry flow adapts to previous answers and asks only for details relevant to the specific quote. Your customers follow a focused flow instead of a long, generic questionnaire.
Capture every detail upfront
Your customers add photos, documents, measurements, and notes directly to the inquiry.
Reduce follow-up questions
Missing information is requested before your team begins pricing the quote.
The draft quote takes shape
Match the right services
Incoming inquiries are structured, the right services are assigned, your pricing logic is applied, and line items are prepared. Customer requirements are matched to your own catalog and variants.
Apply your pricing rules
Prices follow your rules rather than generic AI estimates. You can review and adjust them at any time.
Maintain full transparency
Missing details, assumptions, and uncertain matches are clearly identified and remain fully traceable.
Review, approve, and send
Focus on exceptions
Your team sees what needs attention and completes straightforward cases without rebuilding the quote. Review assumptions, unusual prices, and incomplete information first.
Stay in control
You review and adjust the draft as needed. Final approval always stays within your company.
Connect seamlessly to existing systems
Seamlessly transfer quote data to your existing systems or send the finished quote directly.
Minimize the effort from inquiry to quote.
Details are captured intelligently, pricing rules are applied consistently, and your team focuses on the decisions where experience matters.
For service businesses with repeatable quoting logic.
StepQuote is especially useful when every inquiry is unique, yet services, pricing rules, and recurring questions follow recognizable patterns.
Skilled trades and on-site services
Collect measurements, materials, photos, and site details in a guided inquiry.
Agencies and consultancies
Turn scope, deliverables, timelines, and options into a clear basis for the quote.
Technical service providers
Structure complex requirements and make dependencies visible before review.
Turn your next inquiry into a review-ready quote.
Start with your own pricing and service logic. We help you build a faster, clearer quoting process.
