upgraded with ai
Use Our Smart Quote Builder For your business
Learn how to access, use, and save quotes correctly inside your system
How It Works
Enter Job Details
Add customer and job information.
Generate AI Quote Message
AI creates a tailored, professional quote.
Save Quote to LaVid
Quote is saved as a note and linked to the contact.
View in pipeline & Notes
See it in the pipeline and all related notes.
Access the Quote Builder
Create professional quotes in seconds and save them directly into your system
Training Resources
Read Quick Start Guide
A quick guide to get you started
How to Save to Home Screen
Add to your phone for quick access
Before You Start
Builder link added
AI message working
Save to LaVid working
Pipeline updating notes & tags Saving correctly
What Happens After Saving
Contact is created or updated
Opportunity is created or updated
Quote is saved as a note
Tags are added automatically
Everything is saved automatically so your quotes, notes, and tags stay organized inside your system.
Quote Builder Status
Live
Builder is active
Connected
Connected to LaVid
Mobile Ready
Works great on mobile
Tip: save the builder to your phone home screen for faster on-site quoting.
