Overview
This guide walks you through building a quote generator for a construction business. By the end, you’ll have a system that:
- Captures customer and project details
- Calculates pricing with line items
- Generates professional PDF quotes
- Emails quotes to customers automatically
- CCs your internal team on every quote
What You’ll Build
A complete quoting workflow:
- Quote Form - Customer info, project details, and itemized pricing
- PDF Generation - Branded quote documents ready to share
- Email Delivery - Automatic delivery to customers with internal CC
Building with the Stardeck Agent
Use these prompts to build each part of your quote system step by step.
Start by building the form to capture quote details:
Create a quote form for my construction business. Include fields for:
- Customer name, email, phone, and address
- Project description and location
- Line items with description, quantity, unit price, and calculated total
- Ability to add/remove line items
- Subtotal, tax (10%), and grand total
- Valid until date (default 30 days from now)
- Notes field for terms and conditions
Step 2: Generate PDF Quotes
Once you have quote data, generate professional PDFs:
When a quote is saved, generate a PDF that includes:
- My company logo and contact info at the top
- Quote number and date
- Customer details
- Itemized table with all line items and totals
- Terms and conditions at the bottom
- Make it look professional with my brand colors
Step 3: Email Quotes to Customers
Set up automatic email delivery:
After generating the quote PDF, email it to the customer. Include:
- Subject: 'Your Quote from [Company Name] - #[Quote Number]'
- A friendly message thanking them for their inquiry
- The PDF attached
- Always CC [email protected] on every quote email
The CC ensures your internal team receives a copy of every quote sent, making it easy to track and
follow up.
Step 4: Track Quote Status
Add status tracking to manage your pipeline:
Add quote status tracking with these states:
- Draft, Sent, Viewed, Accepted, Declined
- Show a list of all quotes with status, customer name, total, and date
- Let me filter by status
- Show when the customer last viewed the quote
Customizing Your Quotes
Company Branding
Ask the agent to customize the look:
Update the quote PDF to use:
- My logo (uploaded to the project)
- Header color #1a365d
- Include my license number and insurance info in the footer
Additional Fields
Tailor the form to your industry:
Add these fields to the quote form:
- Project start date and estimated duration
- Payment terms dropdown (50% upfront, Net 30, etc.)
- Warranty information
- Signature field for accepted quotes
Terms and Conditions
Include standard terms:
Add a terms and conditions section to every quote PDF with:
- Payment terms
- Warranty details
- Cancellation policy
- Liability limitations
Example: Complete Prompt
Here’s a comprehensive prompt that builds the entire system at once:
Build a quote management system for my construction business.
Quote Form:
- Customer details (name, email, phone, address)
- Project description and site address
- Dynamic line items (description, qty, unit price, line total)
- Subtotal, 10% tax, and grand total
- Valid for 30 days
PDF Generation:
- Professional layout with my company branding
- Quote number, date, and validity
- Itemized pricing table
- Terms and conditions footer
Email Delivery:
- Send PDF to customer email when quote is finalized
- Always CC [email protected]
- Include a personalized message
Dashboard:
- List all quotes with status, customer, total, and date
- Filter by status (Draft, Sent, Accepted, Declined)
- Click to view or edit any quote
Next Steps
