Automated quotation generation
From grounded estimate to client-ready quotation - without opening Word.
A cost estimate is only half of what a client actually receives. Craftsheart turns the engine's output into a polished, branded quotation document - cover page, scope, assumptions, line-item breakdown, terms, sign-off - assembled from your templates, styled to your brand.
what this does
The quotation is the deliverable clients actually judge. Craftsheart treats it as a first-class output, not a downstream copy-paste job. The estimate flows straight into the document, formatted the way your firm has always formatted it.
Your template, not ours
Configure once - cover page, typography, colour, terms - and every quotation Craftsheart produces respects it.
Line-level control
Show cost breakdowns at the level your clients expect - line-item, section-summary, or single lump-sum with a schedule of quantities appendix.
One-click export
PDF, DOCX, or a shareable link. Version history is preserved automatically, so a revised quotation is a diff, not a new document.
a worked example
The estimate on the left. The quotation, ready, on the right.
A completed estimate flows into a branded quotation. The document is generated in seconds - not typed.
estimateoffice fit-out - 3,000 sq ft
Materials ₹ 22,40,000
Labour ₹ 14,60,000
Overhead ₹ 3,80,000
Margin (18%) ₹ 7,45,200
Total ₹ 48,25,200
generates
YOUR FIRM
quotation - Q/2024-118
project
Office fit-out, 3,000 sq ft, mid-range finish
Total inclusive of GST₹ 48,25,200
ready to send PDF + DOCX
how it fits
Part of the loop, not a bolt-on.
- The estimate object feeding this step is exactly what AI cost estimation produced - no manual re-keying, no formatting drift.
- Cost-driver flags surface as annotations in the quotation when you want them to, or stay internal-only when you don't.
- When a client accepts or rejects the quotation, the outcome is written back to the win-rate intelligence layer.
- Templates are versioned. If your terms change on 1 April, quotations produced after that date reflect it - older ones keep their originals.
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