ChatQuoteQuoting software for web and software agencies
Web agency proposals scoped and drafted before the first call
The assistant runs your discovery questions on your site, captures the contact and drafts a day-rate quote and branded proposal for the team to review.
30-day free trial · No card needed · Set up from your website
A new website enquiry says little about pages, integrations or whether the content exists. Someone has to book a call, scope it and write the proposal while the prospect talks to other agencies.
ChatQuote asks the scoping questions in the chat, in the order your past proposals suggest, and drafts a quote in day-rate lines with your usual phases, timeline and payment terms.
Your team still reviews every proposal. Say “add two days for the CMS migration” and the lines update, or coach the assistant on how you price so the next draft is closer.
The questions it asks before it scopes a website
The discovery call, run by the assistant, so the first draft is based on answers rather than guesses.
How many pages or templates?
Templates set design and build days. A brochure site and a catalogue with hundreds of pages price differently.
Which integrations?
Payments, CRM, booking or stock systems each add days and risk. Named early, they become their own lines.
Is the content ready?
Copy and images that exist shorten the project. Missing content becomes a copywriting line or an assumption.
Existing design, and a deadline?
A signed-off design removes a phase. A fixed launch date can mean more people on the job, and the quote says so.
What the agency quote looks like
Day-rate lines grouped into phases, the way your past proposals were written.
Phases in day-rate lines
Discovery, design, build, content and launch, each with days and your day rate. Fixed-fee or monthly lines work too.
Assumptions your proposals already make
Number of revision rounds, who supplies content, hosting and third-party fees are stated as included or excluded.
A proposal your team signs off
A branded PDF in your look, waiting for Approve & send. Refine it in chat and see exactly which lines changed.
Quoting software for agencies: common questions
How do agencies quote for a website?
Most scope the pages, integrations, content and design first, then estimate days per phase. ChatQuote collects those answers on your site and drafts the day-rate proposal from your past quotes.
Can it quote by the day, not a fixed fee?
Yes. It learns your day rate, typical effort per item and VAT from the proposals you upload, and writes new quotes as day-rate lines. Fixed and monthly lines are supported too.
Will prospects see other clients’ proposals?
No. Uploaded proposals teach the assistant how you price and are never shown to prospects. Rates are only visible to admins in your workspace.
Let the next website enquiry arrive already scoped
A 30-day free trial for your agency, no card needed.