AI Quotation & Proposal Automation

Turn every lead into a signed deal — without the paperwork

YugAI captures the lead, chats with them, drafts the quote, writes the proposal, and tracks the sale — so small business owners can spend their time running the business, not formatting documents.

No credit card required · Setup in under a day · No technical skills needed
80%
Less time per quote
24/7
AI chatbot coverage
1 dashboard
Leads to sales, in one place
  New lead: Riverside Dental Clinicvia AI Chatbot
  Quotation YQ-2026-0182 created2 min ago
  AI proposal drafted & sent$4,250.00
  Client accepted proposalWon
  Order synced to inventory & sales trackerAuto
Bank-grade encrypted proposals
Live in under 24 hours
Built for non-technical owners
Password-protected client links
The complete growth engine

Four tools. One dashboard. Zero technical headaches.

Most small business owners piece together a chatbot here, a spreadsheet there, and a quoting template somewhere else. YugAI replaces all of it with one connected system that talks to itself.

AI Chatbot & Voicebot

Answers customer questions and books calls 24/7, even when you're closed — on your website, WhatsApp, or phone line.

  • Instant replies, no missed messages
  • Qualifies visitors before they reach you
  • Hands qualified leads straight to your team

Lead Generation

SEO-optimized pages and forms that bring the right visitors in, then capture and route them automatically.

  • Local SEO tuned to your industry
  • Every lead logged automatically — nothing falls through the cracks
  • Feeds straight into your quoting pipeline

Quotation & Proposal Automation

Type a few line items and a short note — YugAI's AI writes the full proposal and sends a secure, trackable link.

  • Professional proposals in minutes, not hours
  • Branded PDF or password-protected link
  • Know the moment a client views or accepts

Inventory & Sales Tracking

Every accepted proposal becomes an order automatically — stock levels and revenue update themselves.

  • Real-time stock counts, no manual entry
  • Revenue and win-rate dashboards
  • Know what's selling and what's not
End-to-end, automatically

From first message to repeat customer

This is the exact order YugAI works in — every step hands off to the next one automatically, so nothing sits waiting on a human unless a decision is actually needed.

1

Visitor engages

A website visitor or caller chats with your AI chatbot / voicebot — day or night.

2

Lead captured

The AI qualifies them and logs the lead automatically — no manual data entry.

3

Quotation built

Your rep enters pricing in plain English — line items, quantities, a short note.

4

AI drafts proposal

A full written proposal is generated and delivered as a PDF or secure link.

5

Client accepts

The client reviews and accepts online — you're notified the moment it happens.

6

Sale tracked

Inventory updates and the sale lands on your revenue dashboard — automatically.

Why this matters for your business

Built for owners who don't have an IT department

Every part of YugAI is designed so a busy, non-technical small business owner can run it without help.

Get hours back every week

Quotes and proposals that used to take an hour of typing and formatting now take minutes — the AI does the writing.

Never miss a lead

The chatbot answers instantly, even after hours, and every conversation is captured — no more lost inquiries.

See the whole business at a glance

Leads, quotes, sales, and stock in one dashboard — no more checking five different tools to know how you're doing.

The old way vs. YugAI

What changes once you switch

TaskManual / scattered toolsWith YugAI
Answering website inquiries Only during business hours AI chatbot, 24/7
Building a quotation Word doc or spreadsheet, ~45–60 min Guided form, a few minutes
Writing the proposal Manually written, inconsistent AI-drafted, on-brand every time
Delivering it to the client Email attachment, no tracking Secure link, know when it's viewed
Updating inventory after a sale Manual spreadsheet entry Updates automatically
Knowing your numbers Guesswork or month-end scramble Live dashboard, always current
See it in numbers

What would this save your business?

Move the sliders to match how your business quotes today — this is a conservative, illustrative estimate.

18.0 hrs
Estimated hours saved / month

+2
Potential extra deals closed / month
Based on faster, more professional delivery lifting close rate by ~5 points — a conservative estimate. Your results will vary.
Simple pricing

QuoteFlow is included with your YugAI plan

No separate bill to manage — QuoteFlow seats scale automatically as you move up your existing chatbot/voice plan, the same one powering your AI chatbot and lead generation.

Chatbot Starter

$39/mo
For a solo owner just getting off spreadsheets.
  • 1 QuoteFlow seat
  • AI chatbot (website)
  • AI-drafted quotations & proposals
  • Branded PDF proposals
  • Google Sheet sync
Start free trial

Voice Pro & Elite

$299+/mo
For multi-location businesses or agencies managing several brands.
  • Unlimited QuoteFlow seats
  • Multi-location dashboards
  • Priority 24/7 support & onboarding
  • Full inventory & sales platform
Compare all 6 plans
Questions

Straight answers, no jargon

Do I need any technical skills to use this?
No. If you can fill out a web form, you can build a quotation. Setup is handled for you, and the AI writes the proposal — you just enter your pricing and a short note about the job.
How does the AI know what to write in the proposal?
It uses the line items and the short brief your rep enters — it never invents pricing, features, or promises that weren't in what you told it. You can review and regenerate before sending.
Can my client accept the proposal without creating an account?
Yes. They get a secure, password-protected link by email and can review and accept right there — no login required on their end.
Does this replace my existing spreadsheet or accounting software?
It doesn't have to. Quotation and sales data can sync to a Google Sheet automatically, so you can keep using tools you already rely on alongside Yugai.
What if I only want the quotation tool, not the chatbot?
Totally fine — modules work independently. Most businesses see the biggest win once leads, quotes, and inventory are connected, but you can start with just one.

Stop losing deals to slow paperwork

Set up your first AI-drafted proposal in the next 10 minutes.

Start Your Free Trial