🤖 Powered by GPT-5.3 via Azure AI Foundry

Turn Meetings Into
Polished SOWs
in Minutes

QuoteBot is the AI-powered CPQ platform built for IT services companies. Record your client call, let AI extract the services, and generate a branded Statement of Work — automatically.

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50+
Features Built & Live
5
Native Integrations
AI
Powered by GPT-5.3
0
Manual SOW Hours

How It Works

Three steps from client call to signed document.

🎙️
Step 1

Record

Your client meeting is recorded and transcribed automatically via Read.ai. QuoteBot receives the transcript via webhook the moment the call ends.

🧠
Step 2

Extract

GPT-5.3 reads the transcript, extracts required services, matches them against your catalog, applies your rate tables, and generates pricing — complete with MSA discounts.

📄
Step 3

Generate

A fully branded SOW is generated as DOCX or PDF. Preview it in-browser, run through approval workflow, then email it to the client — all without leaving QuoteBot.

See It In Action

A real look at the QuoteBot interface — dark-mode by default, built for speed.

quotebot.lazylion.xyz — Dashboard
QuoteBot Dashboard — revenue pipeline, KPIs, and activity feed
Projects
QuoteBot Projects — manage all your SOW projects in one place
Meetings
QuoteBot Meetings — transcript import and meeting management
Project Detail
QuoteBot Project Detail — SOW builder with services, pricing, and phases
Settings
QuoteBot Settings — integrations, user management, and configuration

Everything You Need to Close Faster

From transcript to signed SOW — QuoteBot handles the heavy lifting so your team can focus on clients.

🤖

AI SOW Generation

Paste or auto-import a meeting transcript. GPT-5.3 extracts services, builds the project structure, and drafts a complete SOW in seconds.

💰

Smart Pricing Engine

Tiered rate tables, MSA discounts, and governance calculations applied automatically. AI pricing advice with market signals keeps you competitive.

📋

Service Catalog

Build and manage your full service catalog with categories. Sync directly from ScopeStack via OAuth2. Services are matched automatically during AI extraction.

🔌

ConnectWise Integration

Sync clients, push approved SOWs as opportunities, and track budget vs. actuals — all without leaving QuoteBot.

📊

Revenue Dashboard

KPI tracking, 6-month revenue pipeline, win/loss analytics, per-user activity reports, and full audit trail. Filter by any date range.

🔒

Enterprise Security

Microsoft Entra ID SSO, TOTP MFA, role-based access, NextAuth v5 sessions, and CrowdSec WAF protection. Built for production from day one.

📁

Document Workflow

DOCX and PDF generation with branded templates, in-browser preview, versioning, approval workflow, and direct email delivery.

⚡

Project Templates

Save winning project structures as templates. Copy and reuse them instantly. Combine multiple meeting transcripts into a single SOW for complex engagements.

🛡️

Multi-Model AI

Per-task model selection lets you dial in the right AI for each job — from fast synopsis generation to deep pricing analysis.

View All 50+ Features →

Built to Fit Your Stack

Native integrations with the tools IT services teams already use.

🔗
ConnectWise
Manage
📦
ScopeStack
Service Catalog
🎙️
Read.ai
Transcripts
☁️
Azure AI
GPT-5.3 Foundry
🪪
Entra ID
SSO / Identity

Trusted by IT Services Teams

Here's what our users are saying.

★★★★★

"QuoteBot has completely changed how our sales team operates. What used to take a full day of back-and-forth now takes fifteen minutes. The AI extraction is scarily accurate."

JR
James R.
VP Sales, Regional MSP
★★★★★

"The ConnectWise integration alone was worth it. Our SOWs flow straight into opportunities, budgets sync back automatically, and nothing falls through the cracks anymore."

SK
Sarah K.
Director of Operations, VAR
⚡

Ready to Automate Your SOW Workflow?

Join IT services teams who close deals faster with AI-powered quoting.

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