Quote Standardization Engine

Your CRM
Can't Fix
This Problem

Upload a vendor quote. Get a structured, client-ready proposal — with tiered packages, fillable labor fields, and a ready-to-send email — in seconds.

Acadia Pergola Co. Project: Ridgeline Freestanding 14×20
BEST
Package Options
Good
$6,840
Better
$8,320
Best ✓
$10,150
Vendor — Base Parts
Ridgeline Frame System$4,200
Post Anchors (4x)$480
Shade Louvers$1,160
Subtotal$5,840
Additional Costs (Fillable)
Permitting$ ______
Labor$ ______
Electrical$ ______
Proposal + Email Generated in <30s
How It Works

Four steps.
One clean proposal.

No reformatting, no retyping. The engine handles categorization, structure, and delivery — you stay focused on the client.

1

Upload the vendor quote

Paste text or upload a PDF from any vendor. The engine validates and ingests the document automatically.

2

Items get categorized

Every line item is sorted into Base Parts, Add-Ons, or Accessories — preserving original names and pricing. Nothing invented, nothing estimated.

3

Packages are built

Choose single-price or tiered mode. In tiered mode, the engine assembles Good / Better / Best options automatically using only vendor-provided items.

4

Proposal + email sent

A formatted proposal PDF is generated with fillable labor fields, and a professional email is drafted — ready for you to review and send.

Features

Built for contractors who care about margins

This isn't a PDF parser. It's a standardization layer that makes every quote your company sends look like it came from a team of three.

  • 📋

    Strict data integrity

    The engine never invents items, modifies prices, or estimates missing costs. What you put in is what goes out — just organized.

  • 📦

    Good / Better / Best packaging

    Tiered proposals increase average ticket size by giving customers a decision, not a take-it-or-leave-it number.

  • ✍️

    Fillable internal cost sections

    Permitting, labor, electrical, and company add-ons are always included as blank fields — ready for your team to complete before sending.

  • 📧

    Ready-to-send email included

    A professional, no-emoji, client-facing email is generated alongside every proposal — branded to your company.

Sample Email Output

Subject: Your Pergola Project Quote Options Hi [Customer Name],

I've put together your pergola quote based on the selected configuration and vendor pricing. You'll see a few options outlined so you can choose what best fits your needs and budget.

Please review and let me know which option you'd like to move forward with, or if you'd like any adjustments.

— Acadia Pergola Co.

Needs Review Flag

Ambiguous items, missing pricing, or unclear descriptions are automatically flagged in a separate section — never buried in the proposal.

What You Get

Every output, every time.

The engine always produces a complete package — not just a categorized list.

📄

Formatted Proposal PDF

Branded, structured, print-ready. Includes project summary, vendor breakdown or tiered packages, and fillable cost fields.

📦

Tiered Package View

Good / Better / Best with per-tier totals, built only from vendor-provided items. No fabrication, no guessing.

✉️

Client Email Draft

Professional, direct, no-emoji. Ready to copy, personalize, and send — or auto-send via CRM integration (coming soon).

Needs Review Section

Any item that couldn't be cleanly categorized is flagged with a reason — so nothing slips through to the client unreviewed.

Who It's For

Any company that quotes projects
from vendor pricing

Built first for outdoor living contractors, but the engine works across any industry where you're packaging a vendor quote into a customer-facing proposal.

🌿 Pergola & Shade Companies
🪟 Window & Door Dealers
💡 Solar & Electrical Contractors
🔧 HVAC & Mechanical
🏗️ General Contractors
🌳 Landscaping & Hardscape

Ready to standardize
your quote process?

QPE is currently in early access. Join the waitlist and be first to try it with your own vendor quotes.

No commitment required · Built by QAMW Consulting