How this differs from AI Lead Qualification
AI Lead Qualification answers "is this a real, well-matched enquiry." This page answers a different, later question: "what does your team actually need to know to price it." A qualified lead and a quotable brief aren't the same thing — many businesses qualify a lead correctly and still lose a day chasing the specifics needed to price it.
What it actually captures
- Scope and specification details specific to what you sell — configured to your own quoting questions, not a generic form
- Timeline and urgency, since that often changes the price itself
- Any constraint that materially affects pricing (site access, quantities, customisation) — asked once, in conversation, not chased over email
What it doesn't do
It doesn't set a binding, final price on your behalf for anything requiring real judgment — no autonomous discounting, no commitment your team hasn't reviewed. Where pricing follows genuinely fixed rules you define, it can show an indicative range; everything else is handed to your team as a complete, quotable brief.
Who this is for, and who it isn't
For service and project-based businesses where quoting takes real back-and-forth today — contractors, agencies, custom-scope B2B services. Not the right fit if your pricing is already a single fixed number with nothing to specify — there's no real intake gap for this to close there.
Once a quote is accepted, getting the actual job onto the calendar is a separate step — see Quote to Booking Automation for that later gap.
After the quote is sent
Capturing the details is half of the job. Once a quote goes out, it needs a follow-up and a reason for the customer to decide. Two pages cover this: proposal follow-up automation describes the cadence and who sends what, and quote validity and expiry rule explains how a stated expiry date gives a follow-up a reason that is not pressure. Agree both before the first quote is sent, so that the follow-up is a rule and not something a busy person remembers.
Questions
Does it set the final price automatically?+
Only where your pricing genuinely follows fixed, statable rules you define — it can show an indicative range there. Anything requiring real judgment is priced by your team, not the automation.
Is this the same as AI Lead Qualification?+
No — qualification asks whether an enquiry is a real match. This captures the specific details needed to actually price it, a later and different step.
What if a job is too custom to estimate from a conversation?+
It captures what it can and hands off a structured, if incomplete, brief — better than a one-line enquiry, honest about what still needs a human look.
Can this connect to our existing quoting or CRM tool?+
Yes — see Website CRM Integration for how a captured brief becomes a structured record your team can act on directly.
What if the scope changes after the quote was already accepted?+
That's a different, later moment — see Client Change Request Workflow for capturing a change once work is already underway.