Review the request
Identify the service, the customer’s need, and whether a visit is required before pricing.
Kage Automation / Quote Lab
Turn an inquiry into a clear offer.
See how a small business can review a request, prepare an estimate, get staff approval, and move an accepted offer toward booking.
Interactive fictional demo. No quote, message, order, or payment is sent.
One workflow, six settings
Choose a business example.
The same sample journey adapts to each service. Select a card to change the quote form and suggested customer wording.
Try the workflow
One quote. Two points of view.
Prepare and approve a fictional offer as the business, then see the customer's decision.
Sample carried forward: The temporary link is cleared after opening.
Choose a business example, prepare a sample offer, and approve it for customer review.
01 / Review the request
Customer inquiry
Example: a local general-service business
02 / Staff review
Offer workflow
Waiting for a sample request
- Review
- Approve
- Decide
- Book
Your sample offer will appear here.
Choose a service and prepare the example on the left.
DRAFT · FOR STAFF REVIEW
Sample quote
- Customer
- Service
- Request
- Example total
Included work
Fictional amount only. No quote has been sent.
Staff review
Check the scope and example price before a customer could see it.
Customer decision
This simulates a customer seeing the approved draft. No message is sent.
Site visit needed
No price is promised before the business checks the job. Continue to a sample estimate visit.
Next: booking
Carry this sample into a booking request.
Continue to Booking LabOffer ready for customer review.
Open Customer experience to see the approved sample and choose the next step.
Customer view
The offer is not ready yet.
Return to Business experience to prepare and approve a sample. No quote is sent.
Only the sample name, business type, selected service, and any accepted example amount move to Booking Lab in a temporary browser link. Email and phone are not used here. These pages do not share a customer database.
Built around a real decision
Know what happens before anyone promises a price.
An owner can keep their current form, CRM, and calendar, or scope a replacement workflow. The handoff and approval rules come first.
Approve the offer
A person verifies scope and price. Customer-facing copy is approved before any real automation sends it.
Move to the next step
Accepted work can flow to booking. Visit-first requests can be scheduled without pretending a final price exists.
One step or the full path
Have a quote process to improve?
Tell us where requests arrive and how your team prices and approves work today.