Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Quoting for Consulting Firms. Quoting software for consultants, priced from your own rates

AI Quoting is quoting software for consultants who sell packaged work: a diagnostic, a workshop day, a training session or a monthly retainer. Every price is read from your own list, each quote waits under Awaiting your yes, and the client opens it on your letterhead, accepts it by name and pays the deposit you set.

TRY AI QUOTING FREENo credit card · Ready in 2 minutes

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Quoting · Awaiting your yes

Awaiting your yes

Quotes the AI drafted on calls and in the chat, priced from your own list, each waiting to be previewed and authorized by a person.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Make every consulting quote valid for 30 days instead of fourteen.”

Lisa“New quotes will stay valid for 30 days, and each yes from you restarts that date from the day it is given. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Consulting Firms use it

A caller asks what your two-day strategy workshop costs; the AI drafts the quote from your list and it waits for the partner's yes.

A client asks for a better rate on a training series; the AI writes a revision that waits for a person and never discounts by itself.

A public agency mails a purchase order for a workshop; it is read once, checked five ways and matched to the services on your list.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Quotes from your own inventory, from the products of your Shopify stores, or typed by hand; prices read from the record, not calculated by the AI
Requests to buy from the phone, the chat, e-mail, web forms, the demo or a purchase order, filed for your yes
Your yes in one click, or automatic under a cap you set; price revisions always wait; every version kept
Your own document on your letterhead, your terms, shipping and tax lines, a page the customer accepts on; or the store’s payable draft order
Opened, accepted, paid, shipped and delivered on one record; the invoice numbered the moment it is paid; payments recorded by hand
Follow-up from the send until the customer pays or declines; a reply pauses it and goes to your sales desk

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI Quoting does, for every business ›

Works withAI Phone AI Webchat AI E-mail AI Web Forms AI Inventory AI CRM AI Auto-Call Lisa, your AI assistant

Packaged work

Quote software for consulting firms, from request to deposit

A request from any door

A call, the website chat, an e-mail, a form or a purchase order lands on Inbound, with what the client said and where it came from.

Priced from your list

Workshops, diagnostics and training days carry their price in your list, and the quote reads it by code; the AI never invents a rate.

Your yes before it leaves

Preview & authorize shows every line, the quantity and the total; Yes, send it, Revise or No, kill, and nothing reaches the client before.

Accepted and paid online

The client accepts on the quote page and pays the way you allow; the invoice is numbered from your own series the moment the total is paid.

Set-up

Consulting services quotes, set up in 2 minutes

Your services and rates

Add the packaged services you sell with their prices; Lisa reads the ones already on your website.

Your approval

Every quote waits for your yes, or set a ceiling under which new quotes from your list go out alone.

Your letterhead

Classic, Modern or Minimal, with your logo, brand color, number prefix and the ways clients may pay.

A free week

Seven days with no credit card; send your first quote today and read every one the AI drafted.

Questions & answers

AI Quoting for Consulting Firms: questions & answers

Can consultants send quotes for fixed-fee work?

Yes. List your packaged services with their prices, such as a diagnostic, a workshop day or a training session, and consulting rate card quotes read those prices by code. A custom engagement with a scope still to define belongs in the Proposal Studio instead.

Does the AI set or discount our consulting rates?

No. Every price comes from your list, never from the AI. When a client asks for a better rate, the AI writes a revision that waits for your yes, and a change to the money never goes out alone, whatever the setting.

How does a client accept a consulting quote?

The quote arrives on your letterhead with its PDF and a link to the client's own page, with the lines, the total, the ways to pay and Accept. The client types a name and presses Accept; that name and the time are the record.

Can we ask for a deposit before the engagement starts?

Yes. Set a deposit with its rule on any way to pay you offer, such as card on the quote page, a bank wire or a cheque, and the balance falls due the number of days after acceptance you choose.

What happens when a client does not answer a quote?

The follow-up starts on the send, signed by your salesperson in the client's language: a check that it arrived on day 1, a reminder before it expires and a call you can switch on. It stops when the client pays or declines.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Consulting Firms ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.