What is the AI Co-Worker in QuoteCloud and how does it help?

QuoteCloud’s AI Co-Worker is a built‑in assistant that generates engaging, customized proposal and quote content for your business. It turns raw information into professionally formatted Content Blocks—like itinerary sections and detailed pricing tables—so your sales documents look polished and read persuasively without manual rewrites.

How does AI Co-Worker speed up proposal and quote creation?

AI Co-Worker instantly produces tailored text (introductions, scopes, benefits, summaries) and places that copy into drag‑and‑drop content blocks and pre‑designed templates. That reduces manual editing and repetitive tasks, helping teams create, send, and e‑sign proposals faster. Customers report measurable improvements in productivity and a reported 23% increase in closing rates when using AI‑assisted proposal workflows.

Can AI Co-Worker import data from other systems like a GDS or airfare searches?

Yes. AI Co‑Worker can convert information from external sources—such as airfare searches in a GDS—into QuoteCloud Content Blocks. The AI formats itineraries, builds pricing tables, and organizes details into ready‑to‑use sections so travel quotes and proposals are accurate and presentation‑ready.

Is QuoteCloud a sales quoting software and sales proposal software suitable for my team?

Yes. QuoteCloud functions as an all‑in‑one sales quoting and sales proposal software solution. It combines quote software features (price tables, CPQ style configuration, currency handling) with proposal software capabilities (templates, persuasive copy generation, eSignature and document delivery) so you can create, send, and close deals from a single platform.

How customizable are the proposals created with AI Co-Worker?

Very customizable. Use the library of pre‑designed templates and drag‑and‑drop content blocks to match your brand, add project details, tweak pricing tables, and tailor terms. The AI generates suggested language you can accept or edit, giving you fast, on‑brand proposals that still reflect your specific offering and voice.

Does QuoteCloud include e-signatures and sending workflow features?

Yes. QuoteCloud supports sending, tracking, and e‑signing proposals and contracts from within the platform. Combined with AI Co‑Worker content generation and interactive forms, this streamlines the entire sales document workflow—from quote and proposal creation to client acceptance and signed contracts.

Which industries benefit most from AI Co-Worker and are there industry-specific add-ons?

AI Co‑Worker is useful across many sectors. QuoteCloud offers industry‑specific add‑ons and templates for travel agents (including GDS integrations), telecoms & hosting, importers & exporters, events & hospitality, legal services, architects, engineers, and real estate. These extensions speed up document creation by providing tailored blocks and workflows for each industry’s common needs.

How do I get started with AI Co-Worker? Is there a free trial or demo available?

Getting started is simple—you can sign up for a free 14‑day trial (no credit card required) to test AI Co‑Worker and QuoteCloud’s sales quoting and proposal software. If you prefer a guided walkthrough, request a free live demo with a product expert to see how AI Co‑Worker will fit your team’s workflows.

Effortless Content Creation with AI Co-Worker

QuoteCloud's built-in AI Coworker takes the hassle out of content creation by generating engaging, customized proposal content for you. Seamlessly convert information from other sources—such as travel airfare searches—into QuoteCloud's ready-made Content Blocks. These include professionally formatted itinerary blocks, detailed pricing tables, and more. Easily create, send, and e-sign proposals, and watch your closing rate soar by 23%. Elevate your proposal game with QuoteCloud and experience the advantage of AI-driven efficiency and quality.

Start free 14-day trial Book a demo

No credit card required 4.2 on Capterra

Singapore offsite · Proposal Share

MMeridian TravelProposal · MT-0412

Prepared for Harbour & Co.

Leadership offsite, Singapore

Introduction

Thank you for your time on Thursday, Priya. Here is a five-night leadership offsite in Singapore for your team of twelve: an easy direct flight, a harbourfront hotel, two free days and a team dinner on the river.

Itinerary

SYD → SINFri 14 Nov · QC 214

SIN → SYDWed 19 Nov · QC 215

AI Coworker New Chat

Hi Sam

How can I help you today?

Write a proposal introduction Improve existing content Create value proposition

call-notes.txt Write the introduction from my call notes

Here's a draft for you:

Regenerate Insert

call-notes.txt Ask AI Coworker

AI Coworker can make mistakes. Check important info.

call-notes.txt

call w/ priya, thu
- 12 ppl, leadership team
- somewhere warm, not too far
- nice hotel but budget-aware
- 2 free days + team dinner
- sign off before 20th!!

Paste the mess. Get finished Content Blocks.

Airfare searches, supplier price lists, scribbled call notes. AI Co-Worker reads them and rebuilds them as itineraries, pricing tables and client-ready copy inside your document.

A flight search becomes an itinerary

Paste raw airfare results. AI Co-Worker picks out flights, dates and times and builds formatted itinerary segments.
A price list becomes a pricing table

Supplier rates pasted from an email turn into line items with quantities, tax and a total.
Call notes become the introduction

Rough notes turn into a client-ready opening in the tone you chose, ready to expand, shorten or rewrite.
Your brand, applied

Ask for heading or body typography in plain words and the whole document restyles.
You review every block

AI content stays flagged until a person accepts, edits or rejects it. Nothing goes out unchecked.
Then send, track and sign

Send from the same document, see when it's opened and collect a legally binding eSignature.

Clipboard3 pastes

Pasted from airfare search

SEARCH RESULTS  SYD-SIN-SYD  ADT x12
-------------------------------------------
1  QC214 Y  14NOV SYDSIN 0940 1505  8H25
   bag 30K  fare GRP12  seats 12/12 OK
2  QC215 Y  19NOV SINSYD 2110 0740+1 7H30
   bag 30K  fare GRP12  seats 12/12 OK
** TTL 20OCT  pls confirm names **

Moved to Itinerary

Fwd: Group rates, Nov

Hi Sam, as discussed for your grp:
 * Deluxe King 5n @ 289/nt  = 1,445 pp
 * airport coach return  .... 640 flat
 * gardens private tour 85pp
flights held at 1180 pp (12 pax)
rates excl GST. thx! – Lena

Moved to Pricing

call-notes.txt

call w/ priya, thu
- 12 ppl, leadership team
- somewhere warm, not too far
- nice hotel but budget-aware
- 2 free days + team dinner
- sign off before 20th!!

Moved to Introduction

MMeridian TravelProposal · MT-0412

Prepared for Harbour & Co. Leadership offsite, SingaporeLeadership offsite, Singapore 14 – 19 November · 12 travellers

IntroductionIntroduction

AI content · reviewRejectEditAcceptAccepted

Thank you for your time on Thursday, Priya. Below is a five-night leadership offsite in Singapore for your team of twelve: a short direct flight to somewhere warm, a harbourfront hotel, two free days and a team dinner on the river. Everything is priced and ready to confirm by 20 October.

Tone · Professional

ItineraryItinerary

AI content · reviewRejectEditAcceptAccepted

Sydney → SingaporeFlight QC 214 · Economy · 30 kg

09:40 – 15:05Fri 14 Nov

Singapore → SydneyFlight QC 215 · Economy · 30 kg

21:10 – 07:40⁺¹Wed 19 Nov

Your investmentYour investment

AI content · reviewRejectEditAcceptAccepted

ItemQtyPriceTotal

Return flights SYD–SIN12$1,180$14,160

Deluxe King, 5 nights12$1,445$17,340

Airport transfers1$640$640

Private garden tour12$85$1,020

Subtotal$33,160

GST 10%$3,316

Total (AUD)$36,476

Priya Shah · Harbour & Co.

Sent Viewed Signed

Ask AI Coworker

The AI drafts. Your team decides.

AI Co-Worker enhances your team, it doesn't replace it. Edit, refine and approve everything before it's sent, and use it as a starting point or a finishing tool.

Start free 14-day trial See it in a demo

Set the tone once. Then just ask.

Tone, Assistant Rules and About You keep every rep's drafts on-brand. Pricing changes happen in plain words, with undo.

AI CoworkerSettings

Tone

Assistant Rules

Always mention our 30-day price hold. Use bullet points when helpful. Avoid jargon.

About You

Corporate travel consultant. Groups of 10 to 40.

Introduction preview

Please find our proposal for a five-night leadership offsite in Singapore for 12 attendees, covering return flights, harbourfront accommodation, transfers and a private garden tour. Prices are held for 30 days.

Pricing tableSingapore offsite

ItemQtyTotal

Return flights SYD–SIN−12+$14,160

Deluxe King, 5 nights−12+$17,340

Airport transfers−1+$640

Private garden tourOptional−12+$1,020

Travel insurance, comprehensive−12+$1,140

Total incl. GST$36,476

Ask for a change and the table updates.

Works with what you already have

4.2 Capterra 4.2 Software Advice eIDAS compliant

Helping teams quote since 2013

Getting started with QuoteCloud

Effortless Content Creation with AI Co-Worker

Paste the mess. Get finished Content Blocks.

A flight search becomes an itinerary

A price list becomes a pricing table

Call notes become the introduction

Your brand, applied

You review every block

Then send, track and sign

The AI drafts. Your team decides.

Set the tone once. Then just ask.

Works with what you already have

Questions, answered

Hand your next messy brief to your AI Co-Worker

Getting started with QuoteCloud

Effortless Content Creation with AI Co-Worker

Paste the mess. Get finished Content Blocks.

A flight search becomes an itinerary

A price list becomes a pricing table

Call notes become the introduction

Your brand, applied

You review every block

Then send, track and sign

The AI drafts. Your team decides.

Set the tone once. Then just ask.

Works with what you already have

Questions, answered

What is the AI Co-Worker in QuoteCloud and how does it help?+

How does AI Co-Worker speed up proposal and quote creation?+

Can AI Co-Worker import data from other systems like a GDS or airfare searches?+

Is QuoteCloud a sales quoting software and sales proposal software suitable for my team?+

How customizable are the proposals created with AI Co-Worker?+

Does QuoteCloud include e-signatures and sending workflow features?+

Which industries benefit most from AI Co-Worker and are there industry-specific add-ons?+

How do I get started with AI Co-Worker? Is there a free trial or demo available?+

Hand your next messy brief to your AI Co-Worker