Digitam Quote · For trades, industry and services

From request to quote,
ready for you to check.

Whether it comes in by email, phone, voice note or document, Digitam Quote understands what the customer is asking for, takes prices and items from your catalogue and prepares the quote in your branding.
You check it, change what’s needed and send it.

Live demoWe reply within 1 working dayNo obligation

Example: an email asks for railings for 14 balconies; the automation reads the measurements and finishes, builds the quote from the catalogue, flags a missing detail and prepares the PDF in the company’s branding, ready to review.
Screenshot with sample data
The cost of waiting

The customer asks today. In three days it may already be too late.

01The request is in, but the quote still has to go out

An email, a call or a voice note comes in while you’re busy. Until you find the time to prepare the quote, the customer is left waiting.

02Before you start, you have to find everything

Prices in Excel, terms in a document, old quotes in folders. The information is there, but every time you have to dig it out and put it back together.

03What the customer already explained has to be pieced together again

Measurements, requests, details and changes are scattered across emails, calls, voice notes and jottings. When you prepare the quote, you have to go back over everything and work out where to start.

How it works

From any request to a quote, in four steps.

  • Email
  • Phone call
  • Voice note
  • Document or photo
  • Text
  • By hand
  1. 01

    A request comes in

    Email, phone call, WhatsApp voice note, PDF, photo or a few lines of text. Digitam Quote collects the request and turns it into the starting point for the quote.

  2. 02

    The AI prepares the quote

    It understands what the customer is asking for, identifies products, work and quantities, and uses the prices, discounts and terms in your catalogue. If a piece of information is missing, it tells you.

  3. 03

    You check it

    You find the quote already in draft, with the proposed items and whatever still needs clarifying. You can change prices, quantities or wording before approving it.

  4. 04

    It goes out as one of your own quotes

    Logo, layout, wording and terms are already your company’s. When everything is right, you generate the PDF and decide when to send it.

Example: an email, a transcribed phone call, a voice note, a photo of a sketch and a website form arrive in the request list; the voice note is transcribed and becomes a draft quote.
In your style

The quote speaks like your company. And it already comes in your branding.

Logo, colours, terms and signature are the ones you already use. Digitam Quote prepares the quote in your format, so you don’t have to fix it up every time before sending it.

Descriptions are written from the customer’s request and the information in your catalogue. They’re clear for whoever receives the quote and precise enough for whoever will then do the work.

For the tone, we start from the quotes you already use: we keep your way of writing, but make every item clearer and more consistent. You always check the result before it goes out.

Example: the same quote goes out with the logo, colours, terms and signature of three different companies; the description is written from the request and the catalogue, in each company’s own way of writing, and checked before it is sent.
Who it’s for

Every trade has its own way of quoting. Digitam Quote adapts to yours.

Price lists, measurements, work and rules change from sector to sector. The catalogue and the way the quote is put together are set up around your work.

Metal fabrication

Railings, stairs, gates and structures. Measurements, materials, finishes and installation are turned into the right items on the quote.

Windows and doors

Windows, doors and frames with sizes, materials, glazing, opening types, colours and price variants.

Electrical and plumbing

Materials, labour hours and jobs in the same quote. If a site visit is needed or a detail is missing, it’s flagged first.

Building and renovation

Work priced by measurement, as a lump sum or by quantity. Digitam Quote uses your items, your prices and the terms you normally apply.

Manufacturing to drawing

Custom parts, quantities, batches, machining and lead times. The request or the drawing becomes the basis for preparing the quote.

Services

Cleaning, maintenance, removals, gardening or other services. Prices by the hour, by area, per job or as recurring plans, following your rules.

Try it in a demo

Connected to your channels

The request comes in. The quote starts on its own.

Digitam Quote can connect to email, WhatsApp Business and Digitam Voice. When a customer writes or calls, the AI gathers what’s needed, recognises products, work and quantities and automatically prepares a first draft using your catalogue and your prices.

You find the quote ready to check. If something is missing, it tells you. If everything is right, you approve it and generate the PDF.

It can also connect to the business software you already use, so customers, catalogue and approved quotes move from one system to the other without being retyped by hand.

Control and data

The AI prepares. You decide what to send.

Digitam Quote builds the draft from the customer’s request and your catalogue. If a measurement is missing, an item doesn’t exist or something isn’t clear, it doesn’t make it up: it tells you and leaves the quote to be completed.

Before it goes out, you can change items, prices, quantities and wording. For every quote you can also see which request it came from, who changed it and when.

Before we start, we agree where your catalogue, customers and quotes are stored and who can access them, in line with the Swiss Federal Act on Data Protection (FADP, nLPD in Italian).

Example: a quote with an item that isn’t in the catalogue can’t be sent until a person decides; another is approved and sent by Paolo, and the history records it.
Getting started

First you see it working. Then you decide if it’s right for you.

  1. 01The demoSee the whole flow

    We start from a real request and show you how Digitam Quote turns it into a draft quote, what data it uses and what it leaves for you to check.

  2. 02If you decide to go aheadWe set it up around your company

    We load your catalogue, prices, terms, branding and the channels your requests come in through. Then we run the first tests together, so the result is already close to the way you work.

  3. 03We switch it onYou start with real requests

    Emails, WhatsApp messages, calls and documents start arriving in Digitam Quote. The AI prepares the drafts, you check them and decide what to send. We stay available for changes and new needs.

After the demo you receive a clear offer with the setup cost and the monthly fee. You decide only after you’ve seen how it works.

Book a demo

We reply within 1 working day.
+41 91 946 16 11 · WhatsApp · info@digitam.ch

What people ask us

Questions about Digitam Quote, before you start.

01“What kind of request can a quote start from?”

Almost any format: email, phone call, WhatsApp message or voice note, PDF, photo, website form or a few lines of text. Digitam Quote gathers the useful information and prepares a first draft. If you also use Digitam Voice, it can start straight from what the customer said on the phone.

02“How do I load my catalogue if today it’s in Excel or an old business program?”

We start from what you already have: Excel files, PDFs, price lists, old quotes or data exported from your business software. We organise it into products, services, work, variants and prices around the way you work.

Once it’s set up, you can update it yourself or send us the changes.

03“Will the quote carry my logo and my terms?”

Yes. Logo, colours, layout, payment terms, validity and signature stay your company’s own. The way the descriptions are written is also set up from your current quotes.

Before it goes out, you can always reread and change everything.

04“What if a customer asks for something that isn’t in my catalogue?”

Digitam Quote doesn’t make up an item or a price. It tells you what’s missing and leaves that part to be completed.

You can add an item by hand, choose a similar one or note that a site visit is needed. The same goes for a missing measurement, quantity or any other information it needs.

05“Can I edit the quote before sending it?”

Always. You can change lines, quantities, prices, discounts, wording and terms before generating the PDF.

Digitam Quote prepares the draft, but you decide when the quote is ready to be sent.

06“I do my quotes in Word or Excel today. Can I switch to Digitam Quote?”

Yes. In fact, it’s one of the easiest places to start. We use your current quotes to understand your prices, layout, terms and way of writing.

So Digitam Quote starts from the way you already work, without making you rebuild everything from scratch.

Can’t find your answer? Ask us. We usually reply the same day.

Our other products: Digitam Invoice, AI invoice processing · Digitam Voice, the AI phone assistant · all our AI automation

Let’s talk

The automation prepares the quote. You sign it.

In the demo, you’ll watch a request turn into a PDF quote, ready to review and send.

Live demo · We reply within 1 working day · No obligation