The Problem

Quote & Proposal Automation

Quoting is a full-time job. Formatting is inconsistent, and the inflow never stops — the risk is that potential clients fall through the funnel while you're still finishing the last one.

The process is always the same: templates, manual calculations, copy-pasting from client notes, switching back and forth between an online form and a spreadsheet. Then you export it, save it down, find their email address, and send it through.

It's manual, repeatable admin. And it should be cut.

Who is this for?

Trades & Construction Businesses

You're producing 20–80 quotes a month, each one manually typed or templated from scratch. ClearView automates the full quoting cycle — intake, pricing logic, branded PDF generation, and email delivery — so your team quotes faster and follows up consistently without extra admin.

Professional Services Firms

Your proposals take hours to write because each one needs to look polished and feel personalised. ClearView builds a system where client details flow into a structured template automatically — so your team produces professional, on-brand proposals in a fraction of the time.

Financial Advisers & Mortgage Brokers

You need to move fast when a client is ready. ClearView automates the generation and delivery of fee disclosure statements, scope-of-service documents, and initial advice proposals — so your pipeline moves without waiting on you.

Packages & Pricing

Essentials

For solo operators and small service businesses ready to stop quoting by hand.

Monthly Fee:

Setup Fee:

Target Size:

$500/month

$2,000-$3,000 (one-time)

1-2 person team, <100 quotes per month/month

Whats Included:

  • Client intake form with configurable fields

  • Standard branded quote or proposal PDF, generated automatically

  • Automated email delivery to client on submission

  • Basic pricing logic (fixed rates, tiered options)

  • ClearView-managed pipeline and template hosting

  • Format maintenance when your pricing or services change

Process of Engagement

  • From data collection, to the formulas you use to price, to the desired output — we map the entire process to identify exactly which parts to automate, and which parts you'd still like a human check on before anything goes out.

  • We automate the decisions you make repeatedly — pricing logic, calculations, formatting — into a structured model. The model can be inputted manually where preferred, but the infrastructure will also support direct plug-in from an online form or other data source.

  • Connect to an online form, CRM, or alternative data source — feeding directly into the model. On the output side, the automation saves a branded PDF and triggers email delivery. A human check step can be added if preferred: quotes go to your drafts for one-click send, or to an approval inbox where confirmed quotes trigger automated delivery.

  • ClearView maintains the infrastructure, ensuring reliable, stable, and secure delivery — and handles updates when your pricing, services, or source systems change.

Growth

For growing teams with multiple service lines and a higher volume of quote activity.

Monthly Fee:

Setup Fee:

Target Size:

$750/month

$3,000-$6,000 (one-time)

3-10 person team, 100-300 quotes/month

Whats Included:

  • Everything in Essentials, plus:

  • Multi-service and conditional pricing logic

  • Internal approval workflow before quote is sent

  • Automated client follow-up reminders (2–3 touch sequence)

  • Quote status tracking dashboard (accepted, pending, expired)

  • Full Power Automate delivery suite

  • Capped monthly advisory time for template and logic optimisation

Advanced

For larger firms with complex pricing structures, multiple divisions, or compliance requirements.

Monthly Fee:

Setup Fee:

Target Size:

$1,200/month

$5,000-$8,000+ (one-time)

10+ staff, high-volume or multi-entity

Whats Included:

  • Everything in Growth, plus:

  • CRM integration (e.g. HubSpot, Dynamics, or custom)

  • Multi-template library across service lines or brands

  • Advanced conditional logic and dynamic pricing rules

  • Automated contract or engagement letter generation post-acceptance

  • Conversion reporting — win rate, response time, value by service type

  • Priority support and monthly strategic review