Quote Draft Generator
Create consistent quote drafts and PDFs from a simple input.
- Branded quote template
- Scope + exclusions structure
- Faster turnaround
Limited pilot program • Ireland
Faster replies to quote enquiries. More jobs won.
Vertex builds practical automation for construction businesses — focusing on response speed, follow-up consistency, and a clear pipeline for every enquiry.
Minutesinstant acknowledgement
3 & 7 daysfollow-up sequence
One pipelineall leads organised
Designed for small & mid-sized contractors (Dublin and nationwide). Remote setup available.
Pilot Implementation
Outcome
Your enquiries become a simple system: captured → replied to → followed up → tracked.
- Centralised lead capture
- Instant reply templates + questions
- Automated follow-ups
- Pipeline dashboard (New → Won/Lost)
Free first step: 15-minute audit call + 3 quick wins tailored to your workflow.
Core offer
One clear pilot implementation — built to prove ROI quickly.
What’s included in the pilot
- Discovery call + workflow mapping
- Lead capture (email + website enquiries)
- Instant auto-reply setup (with qualifying questions)
- Follow-up sequence (Day 3 / Day 7)
- Simple pipeline dashboard + handover
We can start using Gmail + Google Sheets (no heavy software required).
After launch: the system keeps running independently. Most companies choose a monthly support plan for maintenance and improvements.
Best fit for
- Teams receiving regular quote requests
- Businesses losing leads due to slow replies
- Owners who want visibility and control
- Companies that want to grow, not just stay busy
If you already have a CRM, we can still plug into it.
Optional modules
Add these only if they make sense for your workflow.
Multi-Channel Intake
Bring website, email, and messages into one pipeline.
- Standardised capture
- Less missed enquiries
- Cleaner workflow
Weekly Reporting
Simple overview of enquiries, quotes, and wins — weekly.
- KPI snapshot
- Lead source visibility
- Pipeline health check
What changes after setup
Faster replies → better follow-up → more quotes won.
Before
- Enquiries scattered across email/messages
- Slow reply time (hours/days)
- Missed follow-ups
- No clear pipeline view
After
- Every lead captured into one pipeline
- Instant acknowledgement + key questions
- Follow-up sequence runs automatically
- Clear visibility of what’s closing
Response timefrom days → minutes
Follow-upfrom random → consistent
Visibilityfrom guessing → pipeline view
How it works
Short, clear process. Minimal disruption.
1
Audit
15–30 min call to understand your enquiry and quoting workflow.
2
Build
Set up capture, templates, follow-ups, and a pipeline dashboard.
3
Test
Run test enquiries and tweak until it’s clean and reliable.
4
Launch
Go live + short training for you/your team.
Pricing
Simple pricing to get live fast — with optional monthly support after launch.
Pilot Implementation
One-time setup
From €900
- Discovery call + workflow mapping
- System setup & configuration
- Templates + follow-up logic
- Testing + basic training
Built to run independently after launch.
Essential Support
Monthly (recommended)
From €250/mo
- Maintenance & reliability checks
- Small updates to templates/questions
- Fixes if something breaks/changes
- Email support
Best for owners who want peace of mind.
Growth Support
Monthly (optimisation)
From €400/mo
- Everything in Essential
- Ongoing optimisation & improvements
- Reporting/KPIs and pipeline upgrades
- Priority response
Best for teams receiving steady enquiry volume.
Monthly support is optional — but most companies choose it after launch so the system stays maintained as the business grows.
Book a call
Tell me what you do and how you handle quote requests today.
Choose an option below
Option A: Calendly
Book directly on the site — it takes less than a minute.
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Option B: WhatsApp
Send a quick message on WhatsApp and I’ll get back to you as soon as possible.
sebastian@vertexautomation.ie