Quotester is an AI “Operational Agent” that lets sales teams create accurate, margin-safe proposals just by talking. Reps walk a job site or meet a customer, speak through the project, and Quotester captures the details, identifies what’s missing, and builds the proposal automatically.

Leaders define the pricing rules, required details, and if-then prompts that represent a complete and profitable quote. Quotester applies these rules dynamically—only asking when something hasn’t been said—so proposals are consistent, complete, and never underbid.

Updates are effortless: leadership simply tells the Configuration Agent inside WorkMind what to change, and the system updates instantly. Most teams are fully set up in under 45 minutes.

And there’s no need to switch proposal software. Quotester integrates directly with the system businesses already use, adding AI-guided intake, rule enforcement, and structured accuracy without disrupting their current workflow.

Quotester generates branded proposals instantly and syncs the structured data back into both the proposal system and the CRM—helping teams get accurate, decision-ready quotes into customers’ hands faster.