Branded proposals at every location, from one set of materials.
Head office prepares the materials once. Staff at each location describe what the customer needs, and Naimi builds the proposal from it.
Head office prepares the materials
They set up the proposal template, the service descriptions and the current price list once, and every location works from them.
- Branded proposal template
- Product and service descriptions
- Current price list
Staff describe the order
They type the customer’s wishes into the chat in plain words and attach measurements and photos. AI builds the proposal, and each change takes one message.
Make a kitchen proposal for Emma & Noah Sullivan. Sage cabinets, two hardware options, installation included. The measurements and the plan are attached.
Staff check it and send it
They check the prices and terms, then send the customer a link or a PDF.
Templates for this use case
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