Using AI Quote Rewrite

AI Quote Rewrite helps improve customer-facing descriptions while creating quotes.

It can be used to make descriptions clearer, more professional and easier for customers to understand before a quote is sent.

Enabling AI Quote Rewrite

Before using AI Quote Rewrite, the feature must be enabled within your settings.

To enable AI Quote Rewrite:

Settings → Workflow → Quotes & Invoices → Enable AI Rewrite Suggestions

Once enabled, AI suggestions will become available while creating and editing quotes.

How AI Quote Rewrite Works

When writing a quote description, AI Quote Rewrite can suggest alternative wording based on the information already entered.

The goal is to help improve the quality and consistency of customer-facing descriptions while reducing the time spent writing them.

When To Use AI Quote Rewrite

AI Quote Rewrite can be useful when:

• Creating new quote descriptions

• Improving existing wording

• Making descriptions more professional

• Creating clearer explanations for customers

• Reducing repetitive writing

Reviewing Suggestions

AI-generated suggestions should always be reviewed before sending a quote.

While AI can help improve wording, you remain responsible for ensuring descriptions accurately reflect the work being proposed.

Maintaining Your Own Style

AI Quote Rewrite is designed to assist with writing, not replace your expertise.

Suggestions can be accepted, edited or used as inspiration when preparing customer quotations.

AI Credits

AI Quote Rewrite uses AI credits when generating suggestions.

Available credits depend on your subscription plan and reset according to your plan limits.

Building Better Quotes

Used correctly, AI Quote Rewrite can help create clearer and more professional customer communications while reducing the time required to prepare quote descriptions.