Quote Generation

Figur's AI-powered quote generation transforms your discovery answers into accurate, context-aware pricing. This guide explains the process, AI logic, and how to review and adjust generated quotes.

The Quote Generation Process

Step 1: Discovery Analysis

When you click Generate Quote, Figur processes all your discovery answers through our AI engine:

• Scope Evaluation - Analyzes project complexity and requirements
• Service Integration - Considers how multiple services interact
• Market Context - Applies industry-specific pricing factors
• Risk Assessment - Identifies potential challenges and adjustments

Step 2: Base Pricing Calculation

The system calculates base pricing using:

• Service Presets - Standard pricing for each service type
• Scope Multipliers - Complexity factors from discovery answers
• Quantity Adjustments - Volume-based pricing changes
• Geographic Factors - Regional market considerations

Step 3: AI Enhancement

Our OpenAI-powered engine reviews the full project context and may adjust pricing based on:

• Scope Complexity - Intricate requirements or custom work
• Service Interactions - How services complement each other
• Market Conditions - Current industry pricing trends
• Client Factors - Budget constraints or special requirements

Step 4: Quote Presentation

The final quote displays:

• Service Breakdown - Individual pricing for each service
• AI Adjustments - Explanations of any pricing changes
• Total Summary - One-time and monthly totals
• Margin Predictions - Expected profit margins (Pro tier)

Understanding the Quote Review Interface

Service Breakdown Section

Each service shows:

• Base Price - Standard pricing before AI adjustments
• Adjustments - AI modifications with explanations
• Final Price - The quoted price for that service
• Margin - Expected profit margin (if available)

AI Adjustment Explanations

When the AI modifies pricing, you'll see explanations like:

• "Increased complexity due to custom integrations"
• "Reduced pricing for package service bundle"
• "Market adjustment for competitive industry"
• "Timeline compression requires rush pricing"

Total Summary

• One-Time Total - Sum of all one-time charges
• Monthly Total - Recurring monthly charges
• Total Project Value - Combined value including recurring revenue
• Project Duration - Estimated timeline based on scope

Manual Adjustments

Price Adjustment Controls

Before finalizing, you can adjust pricing:

Toggle Adjustments

• Increase/decrease individual service prices by 10%
• Multiple clicks compound the adjustment
• Changes are immediately reflected in totals

Service Removal

• Remove unwanted services from the quote
• Totals automatically recalculate
• Can restore removed services if needed

Comment Addition

• Add internal notes about pricing decisions
• Include explanations for client
• Document special considerations

Best Practices for Manual Adjustments

When to Increase Prices:

• Custom development work
• Rush timelines
• Complex integrations
• Additional client requirements

When to Decrease Prices:

• Package discounts
• Long-term client relationships
• Competitive situations
• Internal efficiency gains

Documentation:

• Always explain manual adjustments
• Note business reasons for changes
• Keep records for future reference

Quote States and Workflow

Quotes move through a defined lifecycle. Understanding each state helps you manage quotes effectively.

Draft

• Discovery complete but quote not yet generated
• No pricing has been calculated
• Status column in monday.com shows Draft

Generated

• AI has produced pricing from your discovery answers
• You can review the breakdown, see AI adjustments, and make manual tweaks (toggle services up/down by 10%)
• The quote is visible only to you — not yet shared with the client
• Status column in monday.com shows Generated

Viewed

• The client has opened the quote through the Client Portal link
• Pricing is unchanged, but you now have read-receipt confirmation
• Status column in monday.com shows Viewed

Sent

• The quote has been formally shared with the client (via portal link or export)
• Pricing should be treated as committed — maintain consistency
• Status column in monday.com shows Sent

AI Pricing Logic

Factors That Influence AI Decisions

Project Complexity

• Custom development requirements
• Third-party integrations
• Multi-platform deployments
• Complex user workflows

Market Conditions

• Industry pricing standards
• Geographic location factors
• Competitive landscape
• Economic conditions

Service Relationships

• Complementary service discounts
• Bundle pricing advantages
• Cross-service efficiencies
• Integrated solution value

Client Considerations

• Budget constraints
• Timeline requirements
• Long-term relationship value
• Strategic importance

AI Confidence Levels

The AI indicates confidence in pricing accuracy:

• High Confidence - Standard scope with clear requirements
• Medium Confidence - Some complexity or unique factors
• Low Confidence - Highly custom or unclear requirements

Troubleshooting Quote Generation

Common Issues

Quote Generation Fails

• Verify all discovery questions are answered
• Check internet connection
• Try regenerating the quote
• Contact support if issues persist

Pricing Seems Incorrect

• Review discovery answers for accuracy
• Check for missed questions or incomplete data
• Use manual adjustments to correct pricing
• Consider if scope was properly defined

AI Adjustments Seem Wrong

• Review the AI explanations
• Use manual adjustments to override
• Regenerate quote with updated discovery
• Contact support for clarification

Quote Won't Finalize

• Check for required fields or validation errors
• Verify all services have pricing
• Ensure monday.com columns are accessible
• Try export-only option as alternative

Performance Issues

Slow Generation

• Large quotes with many services take longer
• Complex AI analysis requires processing time
• Network issues can cause delays
• Try breaking large quotes into phases

Memory or Browser Issues

• Refresh the page and try again
• Clear browser cache
• Try a different browser
• Contact support if issues persist

Advanced Features

Margin Predictions (Pro Tier)

For Pro tier users, Figur provides:

• Expected Profit Margins - Per-service and overall margins
• Cost Analysis - Estimated delivery costs
• Profitability Insights - Most profitable services
• Pricing Recommendations - Optimization suggestions

Quote Templates

Create templates for common project types:

• Website Packages - Standard website configurations
• Marketing Retainers - Ongoing service combinations
• E-commerce Solutions - Online store packages
• Custom Integrations - Technical project templates

Version History

Track quote changes over time:

• Original Quote - Initial AI-generated pricing
• Adjustment History - All manual changes made
• Version Comparison - Side-by-side comparisons
• Change Reasons - Documentation for modifications

Integration with Other Features

Client Portal

Generated quotes automatically:

• Create professional client-facing presentations
• Include detailed service descriptions
• Show pricing breakdowns (if enabled)
• Provide approval and feedback options

Monday.com Integration

Quotes write back to monday.com with:

• Quote Totals - One-time and monthly amounts
• Status Updates - Draft, Generated, Viewed, Sent
• Service Lists - Included services breakdown
• Links - Direct links to quote details

Usage Tracking

Monitor quote generation:

• Quote Volume - Number of quotes created
• Conversion Rates - Quotes sent vs. approved
• Pricing Trends - Average quote values
• Service Popularity - Most quoted services

Best Practices

For Accurate Quotes

1. Complete Discovery - Answer all questions thoroughly
2. Provide Context - Include constraints and requirements
3. Review AI Logic - Understand why pricing was adjusted
4. Document Changes - Explain all manual adjustments

For Client Communication

1. Explain Value - Justify pricing with service details
2. Provide Options - Offer alternative packages if needed
3. Be Transparent - Share pricing rationale when appropriate
4. Set Expectations - Clearly define scope and deliverables

For Business Success

1. Track Margins - Monitor profitability by service type
2. Analyze Trends - Review pricing patterns over time
3. Optimize Pricing - Adjust based on market feedback
4. Scale Efficiently - Use templates for common projects

Next Steps

• Using the Item View - Complete interface guide
• Client Portal - Share quotes with clients
• Branding & Customization - Advanced workflows

Need Help?

For quote generation issues or questions:

• Contact support@figur.one
• Check our troubleshooting guide
• Review discovery flow for answer optimization