50% Faster Quotes with AI and a Glide App

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Excited to share this case study since it’s a great example of the kind of real-world implementation we should be seeing more of.

KEY PAIN-POINTS

  1. Estimating bottleneck limited the volume of proposals sent to prospects.

  2. Seasonal workload made team expansion unjustifiable.

  3. Plans for complex cost code integration risked further slowdown.

SOLUTIONS

  1. AI looks up relevant cost codes from 4.8k database based on each line-item description.

  2. Personnel can assign keywords to cost codes to improve AI matching accuracy.

  3. If provided in the database, the system automatically fills in related unit, unit cost, and margin.

  4. Personnel can generate PDFs including estimate details ready to be sent to clients.

  5. New estimates can be started from historical data to further expedite the process.

To see more, have a peek here: 50% Faster Quotes with AI - Ripesoft

Alo, there’s a video! https://www.youtube.com/watch?v=4T_vftIkF-Y

Enjoy!