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What Quote Settings Control

When your AI receptionist gives a customer a price estimate during a call, it can optionally send a formal quote by SMS or email. These settings control when and how that happens.

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Auto-Send Quotes

By default, auto-send is off. When enabled, your AI will automatically send a quote to the customer after a call if:
  1. The AI is confident about the price (based on your knowledge base)
  2. The service mentioned matches a service in your knowledge base with pricing
1

Go to Quotes & Invoices

Click Quotes & Invoices in the left sidebar, then open Settings.
2

Toggle Auto-Send

Switch Auto-Send Quotes to on.
3

Save

Click Save. Your AI will now send quotes automatically when conditions are met.
When auto-send is off, quotes are created as drafts. You can review and send them manually from the Quotes page.

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Quote Validity Period

Set how many days a quote remains valid. The default is 14 days. The validity period is shown on the quote sent to the customer, for example: “This quote is valid for 14 days from the date of issue.” You can change this to any number of days that suits your business. Common choices:

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Custom Disclaimer Text

Add a disclaimer that appears at the bottom of every quote. This is useful for:
  • Terms and conditions references
  • Liability limitations
  • Payment terms
  • Warranty information
For example:
“All prices are estimates and may vary based on final assessment. Payment due on completion. 12-month warranty on all work.”
1

Enter your disclaimer

In the Quote Settings page, find the Disclaimer text area and type your text.
2

Save

Click Save. The disclaimer will appear on all future quotes.

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How Auto-Send Works

When auto-send is enabled, this is what happens after a call:
1

Call ends

Your AI finishes the call with the customer.
2

AI evaluates confidence

The AI checks whether it discussed pricing and whether the prices match your knowledge base. If confidence is low (e.g. the customer described an unusual job), the quote is saved as a draft for your review.
3

Quote created

A quote is generated with the service, price, validity period, and your disclaimer.
4

Sent to customer

The quote is sent via SMS (and email if the customer provided one).
Auto-send only works when pricing information is in your knowledge base. If your AI does not have pricing for a service, it will create a draft instead of sending automatically.

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Draft Review Process

When auto-send is off, or when the AI is not confident enough to send automatically:
  1. The quote appears on your Quotes page as a Draft
  2. You can review the details, adjust the price if needed, and add line items
  3. Click Send to deliver it to the customer
  4. The customer receives the quote by SMS and/or email
Even with auto-send on, we recommend checking your Quotes page regularly. Some quotes will be saved as drafts when the AI is unsure, and those need your attention.