Create accurate contractor estimates, quotes, and proposals faster. Automate repetitive work while keeping every document consistent, customizable, and ready to send.
Trusted by 600+ clients
AI Docs automates the creation of contractor estimates by connecting intelligent forms, rules-driven automation, and AI-assisted drafting. Instead of manually entering customer information and rebuilding documents, contractors can guide users through the appropriate fields and automatically generate a customized document.
The result is a faster, more consistent estimate creation process with less repetitive data entry. Information entered into the Intelligent Form can be used to build the resulting document, while rules can determine which information and language belongs in the final version.
Before sending, users can review the generated document and make appropriate changes. AI Docs can generate output in Word and/or PDF formats depending on permissions, while built-in workflows can support actions such as editing and electronic signatures.
Give your team a repeatable way to create professional contractor documents without relying on manual templates and repetitive copy-and-paste work.
Create customer-specific estimates using information captured through an intelligent form. Rules and calculations can help ensure the resulting document reflects the selections and data entered by the user.
Build a contractor quote based on the customer’s requirements and selections. AI Docs’ existing Contractor Quote demo demonstrates price calculations and electronic signature functionality, with an option for contractors to use Self-Service functionality so customers can generate their own quotes.
Turn captured project information into a structured contractor proposal that is easier to prepare, review, customize, and send.
Use intelligent forms and document automation to standardize the information-gathering and document-generation process for bids and other customer-facing documents.
Create a customized contractor estimate in three simple steps.
Enter your email address and request a one-time access code to begin.
Make your selections and enter the information needed to configure your Contractor Quote. AI Docs can calculate pricing based on your inputs and generate a customized quote from the information you provide.
Review your completed contractor quote before taking action. Select “Electronically Sign” to receive an email link and complete your agreement online.
Generic estimate builders can help create basic documents, but complex estimating processes often require more than a simple form and template. AI Docs combines intelligent forms, rules, document logic, AI, implementation support, unlimited usage, and eSign capabilities in one platform.
| Capability | AI Docs | Generic estimate builder |
|---|---|---|
| Intelligent Forms | Yes | Varies |
| Rules-Driven Automation | Yes | Limited or varies |
| AI-Assisted Drafting | Yes | Varies |
| White-Glove Implementation | Yes | Varies |
| Unlimited Users | Yes | Varies by provider |
| Word & PDF Generation | Yes | Varies |
| eSign Workflows | Yes | Varies |
| Self-Service Document Generation | Yes | Varies |
Software success comes down to 40% applicable features, 40% software implementation, and 20% guidance from the software company. We take the unique approach of setting up your AI Docs implementation and templates for you with your feedback. This allows you to focus on your expertise while we remove the most risky part of any software purchase: the implementation.
You decide who your users will be without the influence of restrictive licensing models. All AI Docs customers get an unlimited user and usage license. You have the freedom to choose to have a few people creating and sending out AI Docs Documents for others to eSign, 1,000+ users logging in, or an unlimited number of users using AI Docs through our unique Self-Service software functionality.
Rules capture and utilization functionality are competitive advantages of the AI Docs product. Our Intelligent Forms component can leverage traditional logic or a combination of conventional rules and artificial intelligence (AI). Rules help guide users through their form field selections and entries in more robust ways than are available with the leading form creation software products.
AI Docs Self-Service software functionality is unique to our industry as it allows your customers and partners to configure important documents 24/7 without a login. Users can independently generate and take action (edit, eSign, etc.) on personalized documents. Self-Service replaces back-and-forth emails and manual document preparation with a process that is always available and accurate.
Discover how AI Docs combines intelligent forms, AI-assisted drafting, and document automation to streamline estimate creation and approval workflows.
Yes. AI Docs can be used to create contractor quotes, including a Contractor Quote workflow that supports price calculations and electronic signatures. Its Self-Service functionality can also allow customers to generate their own quotes.
Yes. AI Docs supports document actions such as editing, allowing users to make changes to saved form entries and generated documents based on the permissions and workflow configured for the implementation.
Yes. AI Docs can automate the generation of customized documents from information collected through Intelligent Forms and rules. This functionality can be configured for contractor proposals and other document types that follow defined business rules.
Yes. AI Docs Outputted Documents can be made available in PDF and/or Word format depending on user permissions.
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