Quote workflow automation
Turn client requests into quotes you can send today
Upload your templates once. Quotra reads inbox requests, fills them with AI, and delivers finished quotes in seconds.
InboxAIQuoteSend
From request to finished quote, faster
Same request. Minutes become seconds.
Before Quotra
20–30 min
- Read request
- Open Word
- Find template
- Copy information
- Format quote
- Save document
- Attach document
- Reply
After Quotra
Under 10 sec
- Open inbox
- Generate quote
Same finished quote. Same templates.
Three ways to quote
One set of templates and AI, three workflows for how your team works.
- Inbox → Send
Inbox Automation
Allowlisted customers automatically receive completed quotes.
- One-click extract
Inbox Extension
Generate quotes from your inbox with one click.
- Quote hub
Dashboard
Generate, edit, manage, and track quotes manually.
How it works
Four steps that fit the quoting process you already use.
- Step 1
Upload your quote template
Your existing files, once.
- Step 2
Connect your inbox
Extension or dashboard too.
- Step 3
AI extracts information
From the request thread.
- Step 4
Generate quotes instantly
Ready to send or download.
Built for teams that quote from the inbox every day
Your templates stay yours
Upload the quote files you already use. Quotra works with the formats your team knows.
Fits your existing workflow
Keep your inbox and your process. Quotra plugs in where quotes already start.
Secure by design
Secure inbox connections. Your data stays tied to your company account.
Teams like yours
- Construction
- Engineering
- Manufacturing
- Services
Spend less time on paperwork and more time closing work.
Quotra turns inbound requests into send-ready quotes on your templates, so "we'll get back to you" becomes "here it is."
Get started