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Xelshard Automation
Xelshard Icon
Xelshard Automation
Fast Quote Automation

Stop Typing Quotes for Hours.
Professional Quotes in 2-5 Minutes.

We build you a custom quote system that generates professional estimates automatically based on your service templates, pricing rules, and customer details.

2-5 Min Generation
Branded PDFs
Auto-Follow Up
One-Tap SMS Dispatch
Start Free Trial
[No Credit Card Required]
See How it Works ↓
UNIT::ESTIMATE_ENGINE_4.0ACTIVE
Deployment Configuration Full Service Quote Template
Price Automation Logic Dynamic Variable Injection
Automated System Output $1,250.00 Branded PDF
SYSTEM_READY // DISPATCH_ON_COMMAND

Why quoting still feels like homework.

You probably know that sinking feeling when a customer calls. Although you are excited about the opportunity, you soon realize that you must spend the next 45 minutes manually typing a quote in Word or Google Docs.

The Momentum Gap

Typically, you have to copy-paste pricing and calculate totals manually. However, by the time you actually hit send, you have already lost momentum. Consequently, half the time, they never even reply. Resultingly, your competitors win simply by being faster.

Manual Process

The Pain

  • Manual workflows eat your day — Typing and formatting takes 45 minutes of your time.
  • Calculation errors occur frequently — Pricing remains inconsistent and drains business profits.
  • Leads go cold instantly — Opportunities slip away while quotes sit in your inbox.
  • Image is damaged — Generic docs do not match the quality of your work.
  • Faster competitors close first — They respond while you are still typing up the job.
System Optimized

The Relief

  • Ready in minutes — Pick a template and send in 2-5 minutes total.
  • Always accurate pricing — Built-in formulas ensure zero manual errors.
  • Automatic follow-ups — The system chases your leads so you don't have to.
  • Elite branded PDFs — You look like an established business instantly.
  • Respond same-day — Close more deals by being the fastest on the market.
  • Better user experience — Customers approve online with a single tap.
  • Documented history — All quote history is tracked for your records automatically.
  • Scalable growth — Spend time on relationships, not administrative typing.

The Real Cost of Manual Quoting

Furthermore, sending just 10 quotes per week manually wastes 390 hours every year. This is nearly 10 weeks of full-time work lost to clerical typing. Consequently, at $50/hour, you lose nearly $19,500 in productivity.

Additionally, losing 2 jobs per month to faster competitors costs you $40,000 in revenue. Therefore, the total yearly cost often hits $59,500. Ultimately, manual quoting leads to lost customer trust.

390 Hours Wasted on Admin / Year
$19,500 Lost Productivity / Year

Want your quoting process to look like the "after" column? Start your 6-month free trial — no credit card required.

How We Build Your Custom Quote System

01

Map Your Process

What Happens:

In a 30-minute call, we learn how you quote today — your services, pricing structure, and delivery preferences.

Result: A clear architectural plan for your custom quote system.

02

Build Your Templates

What Happens:

We create professional templates with your branding and build your service catalog with automatic pricing rules.

Result: Ready-to-use templates that calculate estimates in seconds.

03

Send In Minutes

What Happens:

You pick a template, fill customer details, and hit send. The system generates a branded PDF with follow-up logic.

Result: Professional quotes sent same-day with zero manual errors.

The System In Action

A cleaning business owner gets a call for a move-out service. They open the system, select the "Move-Out" template, and enter the home size.

Base Rate: $350.00
Multiplier: $375.00
Add-on: $150.00
Total Automated Quote: $875.00
Efficiency Gain: 35 Mins → 5 Mins
📱

QUOTE DISPATCHED VIA SMS

[✓] CUSTOMER APPROVED (2H LATER)

What's Included in Your System

Core Automation Infrastructure

The Bottom Line Impact

Time Recovery

Recover 5-10 hours weekly by eliminating manual creation and follow-up admin lag.

Revenue Surge

Faster responses result in higher approval rates. Consequently, you book more jobs instantly.

Professional Status

Branded PDFs make you look like a market leader. Ultimately, this allows for premium pricing strategies.

System Scalability

Tracked data creates a foundation for growth. Furthermore, you scale without hiring more admin staff.

Results Owners See

85% Time Saved
+30% Approval Rate
10 Hrs Weekly Recovery
90% Same-Day Dispatch
"Quotes went from 35 minutes to 3 minutes. I'm saving 8 hours every week. My close rate went up 28% because I respond faster. Customers think we're a bigger company."
Maria Cleaning Business // Dallas, TX
"I send professional PDFs during the customer call. We look more organized, which has helped land bigger clients and justify higher prices. Everything is documented."
James HVAC Contractor // Houston, TX
"The automatic follow-ups are a game-changer. Now the system reminds me—and the customer. We can scale without admin staff, even though we're small."
Sarah Home Services // Austin, TX

Built for Your Business

Tailored Engineering & Connectivity

Fully Customized

  • Visual Branding Logo, colors, and unique contact info appear on every professional quote.
  • Pricing Logic Flat rates, per-unit costs, or tiered formulas are built specifically for you.
  • Process Workflows Estimates automatically trigger job creation or calendar syncing.
  • Delivery Methods Send quotes by text (SMS), email, or both depending on client needs.

Integrates With

  • Google Cloud Quotes are stored in Drive while lead data syncs to Sheets.
  • Native Communications Direct native SMS and Gmail/Outlook integration is ready out-of-the-box.
  • Invoicing Systems Approved quotes can generate invoices via our proprietary automation.
  • Smart Dispatch Estimates can auto-create new jobs inside your scheduling platform.

No DIY Setup — We Build It For You

PROTOCOL: MANAGED_DEPLOYMENT_v2
[01] Process Audit

First, we conduct a 30-minute audit to map your unique billing rules and brand voice accurately.

[02] System Build

Furthermore, we configure your branded templates and pricing logic with full performance testing.

[03] Team Launch

Ultimately, we provide full training so you are live in minutes, with ongoing support for adjustments.

What If It Doesn't Work?

WE’RE SO CONFIDENT YOU’LL SEE VALUE THAT WE OFFER:

6-Month Free Trial

Try the full system risk-free for 6 months to see the direct impact on your quoting speed.

No Credit Card

No credit card required to start. Nothing to cancel if it's not the right fit for your business.

Cancel Anytime

No long-term contracts, no penalties, and no hidden fine print. You stay in full control.

Real Human Support

Our team is here to help you optimize templates and pricing rules, not just sell you a tool.

30-Day Guarantee

If you're not happy after 30 days, we'll refund any setup fees—no questions asked.

The only real risk is missing out on the 5-10 hours per week you could be saving, the professional image you could be building, and the revenue you could be capturing with faster, better quotes.

Plans That Fit Your Business

6-Month Free Trial • No Credit Card Required
DEPLOYMENT_TIER_01

Starter Plan

$39-$99 Per month (After 6-month free trial)
  • Fast Quote Automation Included
  • 2-5 Team User Seats
  • Branded Quote Templates
  • Dynamic Pricing Engine
  • White-Glove Setup & Training
  • Basic System Support
Start 6-Month Free Trial
DEPLOYMENT_TIER_02

Managed Plan

$139-$299 Per month (After 6-month free trial)
  • Everything in Starter +
  • 5-20 Team User Seats
  • Priority 24/7 Dedicated Support
  • Dedicated Account Manager
  • Quote Tracking & History Dashboard
  • Automated Customer Follow-Ups
Start 6-Month Free Trial

Questions Owners Ask

Do I need to be tech-savvy to use this?

Not at all. In fact, if you can send a text or email, you can use this system easily. We handle the entire technical setup for you. Furthermore, we provide a brief 15-minute training session to ensure you are comfortable. Consequently, your day-to-day use becomes as simple as picking a template and entering job details.

How long does it take to set up?

Typically, your custom quote system is live in 3-5 business days. This timeframe includes template creation, branding, and pricing setup. Because we manage the heavy lifting, you only need to provide your current pricing rules. Resultingly, you can begin automating your workflow almost immediately.

Can I use my existing pricing?

Absolutely. We build your unique structure directly into the engine, whether you use flat rates or tiered formulas. Additionally, the system remains fully flexible. If your costs change later, you can adjust your rates with ease. Therefore, your quotes always stay accurate and profitable.

What if I need to customize a quote?

Every estimate is fully editable before it reaches the customer. Although the automation handles the math, you can still add custom line items or personal notes. Consequently, you maintain total control over the final presentation. Ultimately, the system provides speed without sacrificing your personal touch.

Does it work on my phone?

Yes. Because the platform is cloud-based, it works perfectly on phones, tablets, and computers. Specifically, this is ideal for field service businesses that quote jobs while on-site. Furthermore, you can dispatch branded PDFs directly from your mobile browser with one tap.

What happens after the free trial?

After your 6-month trial ends, you simply choose a plan that fits your growth needs. Since we offer plans starting at $39/month, the system remains affordable for small teams. Moreover, there are no long-term contracts. Therefore, you can cancel at any time if the system does not meet your expectations.

How is this different from generic tools?

Unlike generic software, we build a custom system specifically for your business workflow. Most tools require you to adapt to their rigid rules. Conversely, we adapt the technology to match your branding and pricing. Ultimately, you get a premium, white-glove setup that makes you look professional from day one.

Ready to Stop Typing Quotes for Hours?

Generate professional estimates in minutes rather than hours. Furthermore, our team builds a custom system that matches your specific workflow. Because this includes your branding and pricing logic, you will ultimately look more professional and close more deals.

[ STATUS: EVERY DAY YOU WAIT IS A LOST OPPORTUNITY ]
Start 6-Month Free Trial No credit card required
Book Free Consultation See how it works for you
No Credit Card Required
Cancel Anytime
Real Human Support
Built for Your Business