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Bots for Small Businessby Brendan Byrne

Guide 12 of 17 · Easy

How to set up a quote request bot

Collect the right details up front so you can quote faster.

Tools: Website form (Google Forms, Typeform, Jotform or your site's form), email or CRM
Difficulty: Easy
Setup time: 1-2 hours (estimate). A rough estimate.
Cost: Many of these tools have free tiers. Check current pricing before you commit.

Step by step

List what you need to quote properly: location, size, photos, timeframe, budget.
Build a form that asks only those questions, with photo upload if relevant.
Send submissions to your email and CRM.
Set an instant reply: thanks, when you'll quote, what happens next.
Optionally add an AI step that summarises the request into a quote checklist for you.
Link the form from your website and Google Business Profile.

Watch-outs

Long forms put people off. Ask the essentials only.
Don't auto-generate prices with AI without checking.
Store photos somewhere secure.

Questions

Should AI write the quote?

It can draft wording, but you should set the price.

Can I use this on Facebook?

Yes, link the form from your page and Messenger auto-reply.

Related guides

Need prompts for the AI steps? See 40 AI use cases with copyable prompts. Want a hand? Get in touch.