AI quote assistant for contractors
Quick answer
SiteForta gives contractors an AI quote assistant that helps turn client, project, and scope notes into a structured quote draft. It can draft line items, scope summary, and terms, while your team controls pricing, edits, PDF preview, email sending, signatures, and accepted or declined status.
For owners and office managers who need to respond to quote requests faster without sending vague or unreviewed proposals.
Best for
- Contractors who already know the scope but need help turning it into a clean quote
- Teams that want AI drafting with human review before customer delivery
- Businesses that need quote history tied to clients and projects
Not for
- Complex takeoff workflows that require measurement from plans
- Fully automated bidding without human pricing review
Sound familiar?
- Quote requests sit too long because nobody wants to start from a blank document
- Scope notes are scattered across calls, photos, messages, and site visits
- Line items and terms are inconsistent from quote to quote
- Accepted quotes are hard to connect back to projects
How SiteForta helps
- Create quotes from client, optional project, title, and scope notes
- Generate AI draft line items, scope summary, and terms
- Edit quantities, units, unit prices, categories, notes, and tax rate
- Upload quote attachments such as photos, videos, PDFs, and documents
- Preview customer PDF, email the quote, capture signatures, and mark accepted or declined
- Create or link accepted quote work back to a project
How it works in SiteForta
Step 1
Create a new quote and select the client and optional project context.
Step 2
Add scope notes or paste details from the site visit, call, or customer request.
Step 3
Click Generate with AI to draft line items, scope language, and terms.
Step 4
Review pricing and scope, upload supporting attachments, preview the PDF, then email the quote.
A real example
A contractor walks a remodel, adds a short scope summary, and creates a quote in SiteForta. The AI assistant drafts demolition, prep, materials, labor, and finish-work line items. The office edits quantities and unit prices, uploads site photos, previews the PDF, and emails the customer the same day.
How it compares
| Need | SiteForta | Typical alternative |
|---|---|---|
| Blank page | AI creates a structured first draft from scope and context. | Spreadsheets or documents require manual line-item writing each time. |
| Customer delivery | PDF preview, email sending, signature capture, and quote status history are in the workflow. | Drafting, PDF export, email, and signatures may live in separate tools. |
| Trust | Drafts stay editable and locked only after leaving draft status. | Unreviewed AI output can create errors or overpromises. |
Frequently asked questions
Can AI create construction quote line items?
Yes. In SiteForta, the quote assistant can draft line items from scope and project context. The contractor reviews and edits categories, descriptions, quantities, units, unit prices, notes, and terms before sending.
Can I send a quote from SiteForta?
Yes. SiteForta supports customer PDF preview and quote email sending. Quotes also keep status history such as draft, sent, accepted, declined, expired, and archived.
Can customers sign quotes?
Yes. SiteForta includes quote signature fields and accepted quote status so signed or accepted work can stay connected to the job record.
Is the AI quote assistant a takeoff tool?
No. It helps draft quote content and line items from scope notes and context. It does not replace formal plan takeoff or measurement software.
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