🔄 WorkflowFrom floor plan to quote draft
How Quotely AI fits into your day.
Instead of spending nights catching up on quoting, Quotely AI helps you turn PDF floor plans and job notes into a structured quote draft — then you review, adjust, and send.
Upload the plans
Upload PDF floor plans and add a short job description for the electrical job.
- • Upload plans (PDF) for the job.
- • Add notes: scope, access, timeframes, special requirements.
- • Confirm the job details and urgency.
Quotely AI builds the draft
Quotely AI reads the plan and suggests a quote structure with line items for labour, materials and allowances.
- • Suggests typical inclusions for your trade.
- • Groups items into clear sections (so it reads like a real quote).
- • Flags uncertainty so you can double-check before sending.
You tweak and approve
You stay in control. Adjust pricing, margins, wording, and what the client sees before sending.
- • Edit quantities and rates in your pricebook / line items.
- • Tweak descriptions in plain language.
- • Add or remove options, alternates, and exclusions.
Export and send
Export a clean quote PDF and follow up faster, while Quotely keeps everything organised per job.
- • Export to PDF (and job systems later).
- • Keep one source of truth per job (plans + quote + edits).
- • Spend time winning work — not formatting quotes.
Before
- • Late nights trying to catch up on quotes.
- • Items missed from rushed take-offs.
- • Re-typing the same scope and inclusions every time.
- • Quotes spread across emails, PDFs, and folders.
With Quotely AI
- • Drafts structured quotes faster from plans.
- • Plan + notes become organised line items.
- • You adjust pricing instead of rebuilding from scratch.
- • Consistent quotes with everything stored per job.
Ready to run a job through this flow?
Start with one job and see how the draft feels before you change anything in your process.
Quotely AI