Quote & Document Engines

Every quote takes 30–60 minutes, built by hand in a spreadsheet, then a document, then a PDF. Worse, the numbers depend on rules that change without telling you — pricing, rebates, tax credits, code requirements, rate tables. We build the engine, and we watch the rules underneath it.

Why This Matters

External rules move on their own — pricing, rebates, tax credits, code requirements. We pull them live at generation time instead of hardcoding them, so your documents stay correct when the rules change rather than quietly going stale.

What's Included

• Structured intake from a form or your rep's raw notes
• Your pricing logic, eligibility rules, options and exclusions encoded properly
• Live external data pulled at generation time instead of hardcoded
• Finished documents in your template and branding
• Delivery by email or into your drive, ready for signature
• Ongoing monitoring of the external rules, with alerts when something material shifts

In Practice

A home-electrification company went from 30–60 minutes of manual assembly to about ninety seconds per proposal. In the twelve months that followed, five separate federal energy provisions changed on a published schedule — and because the engine reads incentive data live, the proposals stayed correct without a single code change.