Platform / Quoter · Core · in development
Quotes that don't disappear after you send them.
Quoter helps you put together professional quotes and proposals from the services and prices you already use, and keeps each one tied to the customer and the next step.
The problem
Why this matters
For many service businesses, quoting is where revenue quietly leaks. Prices live in someone's head or an old document, every proposal is rebuilt by hand, and nobody is sure which quotes are still waiting on an answer.
Quoter treats a quote as the start of a relationship, not a PDF. It keeps the pricing logic consistent and makes the follow-up visible.
What it covers
What Quoter does
- Reusable line items
- Save your services, packages and rates once and reuse them.
- Consistent pricing
- Apply the same rules every time, whoever prepares the quote.
- Status at a glance
- See which quotes are drafted, sent, accepted or going quiet.
- Linked to the customer
- Every quote stays attached to the record it belongs to.
How it fits
Part of one platform
Quoter draws on Records for customer context and hands accepted work to Orders and Payments. Follow-ups can remind you when a quote has gone unanswered.
Quoter is part of CAI Core and is still in development. It is used inside our ventures and custom builds today, and opens to beta members as it matures. We don't sell it as a standalone product yet.
Other capabilities
Sites
A business website you can launch now, built on the same foundation as the rest of the platform.
LiveSales
Keep opportunities organized and always know the next useful thing to do.
Core · in developmentAgents
AI assistance for specific, repeatable business tasks, with a person staying in charge.
Core · in developmentBookings
Let customers book time with you, and collect what you need to know before they arrive.
Core · in developmentPayments
Connect the work you do with getting paid for it.
Core · in developmentRecords
Keep customers, projects and their history together in one place.
Core · in developmentOrders
Move each request from 'yes' to delivered with fewer dropped steps.
Core · in developmentFollow-ups
Make sure the next customer touchpoint actually happens.
Core · in developmentComing soon
Quoter is coming soon.
Quoter isn't publicly available yet. Join the CAI Core beta to get access as it opens, or tell us about your workflow and we can build it into a custom project today.