The Vision
Your sales team walks into a coffee shop meeting. They pull out their phone, tap the tool, and start talking. By the time the client finishes their coffee, they have a preliminary quote in their inbox.
This isn't a customer-facing chatbot. This is an internal power tool for your sales team—designed for speed, simplicity, and mobile use during client meetings.
How It Works
1. Voice or Text Input
Sales rep opens the tool on their phone during a client meeting. They can speak naturally or type responses as they gather information.
2. Smart Question Flow
The AI asks targeted questions to classify the project:
- Do you have native CAD files? (Critical for pricing - non-native files require full redraw)
- How many drawings total? (Each drawing page counts as one)
- How many are title-block only changes? (Status changes like IFC to "issued as built")
- Are markups on a single PDF with standard color coding? (Red=add, Green=delete, Blue=info, Yellow=complete)
- Do any require external reference files? (XREFs, RFI sheets, additional documents)
- Are there any hand-drawn sketches? (Triggers design vs. drafting clarification)
3. HubSpot Integration
Instead of manually entering client details, the tool pulls data automatically. Type "Shell Canada" and it fetches contact info, history, and relevant account details.
4. Instant Quote Generation
Based on responses, the tool generates a preliminary quote using Prozus's established pricing structure. It emails the quote to quotes@prozus.com, which automatically creates a JIRA ticket for team review.
Classification System
The tool uses a question-based approach to determine complexity:
Title block only changes: Status changes (IFC to "issued as built"), revision updates. This is the ONLY type that qualifies as low complexity.
Single markup PDF with standard color coding: Red=add, Green=delete, Blue=info, Yellow=complete. Moderate markups, no external references, not fully saturated with color.
External references or non-native files: XREFs, RFI sheets, hand-drawn sketches, non-native CAD files requiring full redraw, or extensively saturated markup pages.
8-Week Build Plan
Four focused sprints, each delivering tangible progress.
Sprint 1
Weeks 1-2: Foundation
- Question logic mapping
- HubSpot API integration
- Mobile UI shell
- Classification algorithm
Sprint 2
Weeks 3-4: Voice + Conversation
- Voice interface implementation
- Conversational AI logic
- Question branching
- Client data lookup
Sprint 3
Weeks 5-6: Generation + Automation
- Quote document creation
- Email automation setup
- JIRA integration via email
- File upload capability
Sprint 4
Weeks 7-8: Polish + Training
- User acceptance testing
- Sales team training
- Documentation
- Deployment & handoff
Technical Stack
Mobile-first • Voice AI • CRM Integration • Automation
Core Features (All Included)
Optional Enhancements
JIRA Integration: Optional email-to-JIRA ticket creation (can be added later if needed)
Investment
One-Time Build
8 weeks • 4 sprints • Full deployment
At project start
Week 4 milestone
Week 8 completion
Optional Ongoing Support: $500/month
Includes updates, maintenance, and feature iterations based on sales team feedback.
Why This Approach Works
Value Justification: $6,000 Investment
Speed Over Perfection: The tool generates preliminary quotes with clear disclaimers. Your team reviews and adjusts as needed, but clients get fast initial responses.
Mobile-Native: Built for the coffee shop meeting, not the desktop. Your sales team can quote on the spot, anywhere.
Integration-Ready: Plugs directly into your existing workflow—HubSpot for client data, email for quote delivery, JIRA for team processing.
Let's Build This
8 weeks from kickoff to deployment. Your sales team generating quotes in coffee shops instead of waiting days for back-office processing.
Start Sprint 1 →