Capability 05 · Quoting
Branded proposals in 10 minutes. Not three days.
Your rep finishes the in-home, enters six numbers on their phone, and the AI generates a fully-branded proposal PDF in your voice — pricing, warranty, scope, the works. Sent before the homeowner's morning coffee.
One of the AI systems we build.
Why this matters
The single biggest reason contractors lose deals after the in-home: the proposal arrives three days later. The homeowner cooled off, got another bid, forgot what excited them. The contractor who delivers the proposal first is far more likely to win the job, almost regardless of price. But traditional proposal generation takes 1-3 hours of rep time per deal, then waits in a queue, then the homeowner waits a few more days. We collapse that to minutes.
What the system does
Everything this capability ships with.
Mobile spec entry — 90 seconds in the driveway
Rep opens the app, enters the rough size, material choice, options, and optional photos. Everything else the AI handles.
Pricing rules from your business
Uses YOUR pricing rules, your markups, your discount logic. Not a generic template. Multi-tier pricing, regional taxes, labor multipliers — modeled accurately.
Branded PDF in 60 seconds
Full-color, on-brand proposal with cover page, scope of work, pricing breakdown, warranty terms, financing options, signature block.
Delivered same-day to the homeowner
Email + SMS with the PDF and a mobile-viewable link. Most homeowners see the proposal within 15 minutes of the rep leaving the driveway.
Tracks opens and engagement
Dashboard shows when the proposal was opened, how long the homeowner spent on each section, and (if integrated) when they e-signed.
Rep stays in control
Rep can review and edit any line before sending — the AI drafts, the human approves. Full control, no surprises.
From in-home to homeowner's inbox in 12 minutes
Carl, your top rep, runs a roof estimate at 4:00 PM. Old workflow: he gets back to the truck, calls the office, dictates specs, sales support builds the proposal Friday, homeowner sees it Monday. New workflow:
Carl finishes the in-home, opens the Hewstone app in the driveway.
He enters: roof sqft (28), material (CertainTeed Landmark Pro), tear-off (yes), gutters (yes, 130 lf), financing (offered).
AI generates a 6-page proposal PDF with the homeowner's name, the roof photo Carl took, your branded cover, pricing breakdown, warranty terms, financing options.
Email lands in the homeowner's inbox. Text fires to their phone with a mobile-viewable link.
Homeowner opens the PDF. Dashboard shows: opened, 11-min view time, e-signed.
Carl's two competitors who quoted that morning send their proposals Monday. By then the homeowner has already paid the deposit.
Plugs into your existing pricing, branding, and signing tools
Reads your pricing rules from wherever they live today, uses your branding, and integrates with whatever e-signature and financing tools you already use.
What you get with setup
Questions
What contractors ask about this capability.
What if my pricing is complicated (tiered, regional, custom)?
We model whatever pricing logic your team uses today, no matter how complex. We've handled clients with 14-tier square-foot pricing, regional sales tax overlays, and labor multipliers by crew. The AI applies the rules; your team approves edge cases.
Can the rep tweak the proposal before sending?
Yes. Default flow: AI drafts, rep reviews on their phone (30 seconds), taps send. The rep can edit any line, swap warranty language, change the price — full control.
What about complex jobs with multiple buildings or scopes?
Multi-scope jobs are supported. Spec entry handles adding multiple sections; the proposal renders them as separate line items in one document.
Will the AI invent things to fill space?
No. Everything in the proposal comes from your pricing rules, your warranty library, and your boilerplate. If a spec is missing, the field stays blank for the rep to fill — never makes up numbers.
What's the actual time savings?
The system is built to save reps 1-2 hours per proposal. For a team doing 15 proposals/week, that's a lot of rep time recaptured. The bigger gain is response speed — homeowners get the proposal same-day instead of three days later, which is designed to help you win more of the deals where speed decides it.
Let's talk.
30 minutes to walk through your operation and tell you honestly which capabilities would move the needle — and which wouldn't. Half end with us saying "not yet."
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