# AI-Powered Quote Generation

Tillage's AI quote generation lets you describe projects in plain English and receive comprehensive, professionally-priced quotes in seconds. This premium feature saves hours of manual quote creation.

## How It Works

1. **Start a new quote** and select your client
2. **Click "Generate with AI"**
3. **Describe your project** in natural language
4. **Review the generated quote** with intelligent line items
5. **Customize as needed** and send to your client

## What AI Generates

When you describe a project, Tillage's AI creates:

- **Line item titles** - Clear, professional descriptions
- **Detailed descriptions** - Comprehensive scope with deliverables listed
- **Quantities** - Estimated hours or units based on project complexity
- **Pricing** - Market-appropriate rates based on your industry and client tier
- **Variance buffers** - Risk percentages based on project complexity
- **Project categories** - Suggested categorization for your records

## AI Providers

Tillage supports two leading AI providers:

- **OpenAI (GPT-4)** - Fast, reliable quote generation
- **Anthropic Claude** - Alternative AI option with strong reasoning

You provide your own API key in Settings > Integrations. API keys are encrypted and stored securely.

## Pricing Tier Intelligence

When generating quotes, you can select a pricing tier that matches your client:

- **Enterprise** - Premium pricing for large corporations
- **Mid-Market** - Competitive pricing for established businesses
- **SMB** - Small business-friendly pricing
- **Local** - Budget-conscious pricing for local businesses
- **Nonprofit** - Discounted rates for nonprofit organizations

The AI adjusts suggested rates based on the selected tier.

## Client-Context Awareness

The AI considers your client's profile when generating quotes:

- **Industry** - Tailors terminology and scope to their sector
- **Company size** - Adjusts complexity and pricing appropriately
- **Business type** - Considers B2B vs B2C, service vs product
- **Historical data** - Learns from your previous quotes over time

## Example: AI Quote Generation

**Project Description:**
"Build a marketing website for a local bakery. They need about 5-6 pages including home, menu, about us, contact, and a gallery. They want online ordering integration and need it mobile-friendly."

**AI-Generated Quote (simplified example):**

1. **Discovery & Planning** (8 hours)
   - Requirements gathering session
   - Content strategy and sitemap
   - Design direction approval

2. **Design Phase** (16 hours)
   - Homepage design
   - Interior page templates
   - Mobile responsive designs
   - Client revision rounds

3. **Development** (24 hours)
   - WordPress setup and configuration
   - Custom theme development
   - Online ordering integration
   - Mobile optimization

4. **Content & Launch** (8 hours)
   - Content population
   - Testing and QA
   - Launch and deployment
   - Training session

## Smart Variables in Quotes

Use dynamic variables that auto-populate in your quotes:

### Client Variables
- `{clientName}` - Client's company name
- `{clientContact}` - Primary contact's full name

### Project Variables
- `{projectName}` - The project title
- `{quoteNumber}` - Generated quote number

### Date Variables
- `{quoteDate}` - Quote creation date
- `{expiryDate}` - Quote expiration date

## Quote Dashboard

Track all your quotes in one place:

- **Draft** - Quotes in progress
- **Sent** - Quotes awaiting client response
- **Viewed** - Client has opened the quote
- **Approved** - Client accepted the quote
- **Rejected** - Client declined the quote

## Activity Timeline

Every quote includes a detailed activity log:

- When the quote was created
- When it was sent
- When the client viewed it
- When they approved or rejected
- Any notes or comments

## Post-Approval Workflows

When a client approves a quote, you can:

1. **Generate a contract** - Create a professional contract with payment terms
2. **Create an invoice** - Bill immediately for deposits or full payment
3. **Both** - Generate contract and schedule invoices automatically

## Service Templates

Save time on future quotes:

1. **Create services** from successful line items
2. **Set default pricing** and variance for each service
3. **Organize by category** (Design, Development, Strategy, etc.)
4. **Quick-add to quotes** without re-entering details

The AI also learns from your service library to make better suggestions.

## Tips for Better AI Quotes

1. **Be specific** - Include page counts, features, integrations
2. **Mention timeline** - Tight deadlines may affect scope
3. **Include technical requirements** - Platforms, integrations, compliance needs
4. **Reference similar projects** - "Similar to the Johnson Corp website"
5. **Note client expectations** - Budget range, must-have features

## AI Quote Generation Requirements

- Premium plan subscription ($49/month)
- OpenAI or Claude API key configured
- Client selected before generating

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*Related: [Profitability Features](/llms/features/profitability.txt) | [Smart Variables](/llms/reference/smart-variables.txt) | [Pricing](/llms/pricing.txt)*