Quote & Proposal Generator
Slug: ai-quote-proposal-generator · Category: Sales & Quoting · Provisioning: Requires AgentLane staff approval
Generates detailed client quotes and proposals based on structured input and custom JavaScript calculations.
Required credentials
| Provider | Used for |
|---|---|
anthropic | Matches the enquiry to a service and drafts the quote copy |
postgres | Stores pricing rules, and logs the quote (or the enquiry, if pricing couldn’t be matched) |
resend | Sends the quote email |
customjs | Not a stored credential — a step-capability flag for the inline pricing computation and PDF generation. Doesn’t block provisioning on its own. |
Industry fit
Home Services, Dental, Aesthetics & Beauty, Construction, Solar, Automotive, Insurance, Accounting, Legal — any business that prices jobs case-by-case rather than off a fixed price list.
How to deploy
Request it the same way as any non-instant agent — see Deploy your first agent for the request-dialog walkthrough.
Sample conversation flow
Unlike the other three catalog agents, this one computes a real number rather than just qualifying a lead:
Webhook (quote request) ──► Prepare Enquiry Context ──► Get Pricing Rules (Postgres)
│
▼
Match Service & Draft Quote with Claude
│
▼
Parse Claude Response
│
▼
Service Matched?
/ \
Yes — service found No — needs manual pricing
│ │
Compute Quote (CustomJS) Log Unmatched Quote to Supabase
│ Slack: Needs Manual Pricing
Build Quote HTML
│
Generate PDF (CustomJS)
│
Encode PDF Base64
│
Send Quote Email via Resend
│
Log Quote to Supabase
Slack: Quote SentWhen the enquiry matches a known service, the agent computes the price from your pricing rules, renders it into a quote PDF, and emails it to the lead automatically. When nothing matches, it logs the enquiry and posts a Slack alert asking a human to price it manually instead of guessing.