The problem it solves
A slow or scrappy quote loses the job. Re-typing the same line items, chasing a signature and then re-entering everything into an invoice wastes the window when the customer is keenest. Zulu’s quoting turns a conversation into a polished, trackable quote in minutes.
What it does
- Build shareable quotes from your product catalogue and pricing
- Capture electronic signatures and request deposits
- Process payment on acceptance
- Track quote status across the sales pipeline
- Convert an accepted quote straight into a job or invoice
Use cases
A tradie sends a fixed-price quote from site and gets it signed on the spot. An agency issues a proposal and takes a deposit before work starts. A distributor quotes account pricing that flows into an order.
How it connects
Quoting reads the CRM and Products, and converts into Job Cards, Order Fulfilment or Invoicing — no re-keying between “yes” and “invoice”.
For your AI agent
Coming to the API. Target abilities: pull pricing, build a quote, send it, and convert to invoice/order — so an agent can quote on demand from a customer message. Proposed resource: quote.
Best for
Trades, professional services and any business where the quote is the first step to the sale.