FAQs
What StepQuote prepares, how your rules stay in control, and how to start with what you already have.
What is StepQuote?
StepQuote is an intelligent quote preparation system. It captures customer requirements, applies your pricing and service rules, and creates a review-ready quote draft.
What work does StepQuote take off my team?
StepQuote reduces follow-up questions, manual data transfer, line-item selection, and repetitive calculation work before the final review.
How does setup work?
Start with existing quotes, price lists, and service data. StepQuote proposes an initial structure that you review and refine over time.
Who is StepQuote for?
StepQuote is designed for selected service industries where requests vary but services, pricing rules, and recurring questions follow recognizable patterns.
Does AI determine our prices?
No. Your own pricing and calculation rules remain the foundation. AI supports interpretation, structuring, and mapping of customer information.
Is the quote fully automated?
Not blindly. StepQuote prepares the reliable and repetitive parts, flags open questions, and keeps final approval with your business.
Do we need to replace our existing software?
No. StepQuote improves the process before the finished quote and can pass approved data to existing CRM, ERP, accounting, or industry systems.
What happens when information is missing or unclear?
Missing details, assumptions, and uncertain mappings are clearly marked. Your team decides whether to ask a question, arrange a site visit, or adjust the draft.
Does StepQuote improve over time?
Yes, but only through confirmed changes. Corrections can improve future preparation in a controlled, transparent, and reversible way.
