Every day you don't respond to a quote request is a day your competitor closes it. AI captures scope, budget, and timeline in one conversation. You quote same-day and win more projects. Replace your contact form or build with our AI form builder.
People close the form when they hit "Describe your project" as a blank textarea. Nobody wants to write a brief in a form field. Budget? They skip it. Timeline? They leave it blank. You get "I need a website" and spend 3-5 emails understanding what they actually need.
By email three, they've already gotten a quote from someone who asked the right questions upfront. The project wasn't complicated. Your process was.
Marcus runs a web design agency. Before ioZen, he'd get quote requests like "How much for a website?" and spend three emails just understanding the scope. Now, potential clients click his quote link and the IntakeBot asks what kind of site, how many pages, if they have content ready, their timeline, and their budget range. Submission Intelligence scores each request on the way in, so the $30k mobile app sits above the $500 logo tweak in his queue. By the time Marcus opens his board, everything is scoped, ranked, and ready. He quotes the big projects first and wins them before competitors even respond.
A conversation that gets the details you need
IntakeBot
Hi! Tell me about your project. What are you looking to build?
We need a new website for our consulting firm. Something professional but modern.
IntakeBot
Got it. How many pages are you thinking? And do you have content ready, or will you need help with that?
About 8-10 pages. We have most of the content but might need help with the services descriptions.
IntakeBot
Perfect. What's your ideal timeline? And do you have a budget range in mind?
We'd like to launch in 6-8 weeks. Budget is around $8-12k.
IntakeBot
Great, that's very helpful. Can you share any websites you like the style of? You can paste links or upload screenshots.
What changes when quote requests are conversational
Time to quote
Quote accuracy
Quote win rate
From inquiry to signed proposal
Client describes project
Clicks your quote link
Intelligence scored
AI assigns tier: Priority / Standard / Low
Contact created
Lead saved automatically
Card on board
In your quotes pipeline
Routed by type
To the right team member
Client describes project
Clicks your quote link
Intelligence scored
AI assigns tier: Priority / Standard / Low
Contact created
Lead saved automatically
Card on board
In your quotes pipeline
Routed by type
To the right team member
Every request goes to someone with pricing authority. See <a href='/docs/guides/workflow-routing/' class='text-primary underline underline-offset-4 hover:no-underline'>how routing works</a>.
Wrong person = wrong quote = lost deal. When a technical request lands on a junior's desk, quotes get delayed or mispriced. Routing ensures decision-makers see their projects first.
Technical projects land here. Scoped and quoted by someone who knows.
E-commerce Build
Retail brand · $15-20k
ShopifyMobile App MVP
FinTech startup · $30k+
React NativeE-commerce Build
Retail brand · $15-20k
ShopifyWebsite Redesign
Consulting firm · $8-12k
Next.jsE-commerce Build
Retail brand · $15-20k
ShopifyMobile App MVP
FinTech startup · $30k+
React NativeE-commerce Build
Retail brand · $15-20k
ShopifyWebsite Redesign
Consulting firm · $8-12k
Next.jsRenovation contractors, HVAC companies, landscaping firms. When someone requests a quote, knowing WHERE the project is can be as important as WHAT it is. Is it in your service area? How far is it from your crew's current jobsite? Will travel time eat into margins?
ioZen captures GPS coordinates with a single tap using Geolocation capture. Your field team sees the job location on a map before they even open the brief. No more asking for addresses over email. No more quoting a job 90 minutes away when you have three requests in your own zip code.
Not just "which campaign sent leads" but "which campaign sent the $30k project that became your biggest client this quarter." That's the difference between vanity metrics and actual business intelligence.
Marketing Attribution in ioZen connects ad spend to closed deals. Every quote request carries UTM source, campaign, and medium. When you win a project, you can trace it back to the exact ad that started the conversation. Stop guessing which campaigns work. Look at which ones bring revenue.
Asks what you'd ask anyway: timeline, budget, scope, materials, preferences
AI scores scope, budget, and timeline. High-value projects surface first.
Reference materials, brand assets, floor plans, site photos
GPS coordinates with one tap. See the job site on a map before opening the brief.
See all quotes in a visual pipeline from request to won
UTM source, campaign, and medium on every request. Know which ads bring paying projects.
The Data You Lose When They Close Your Form
Abandoned quote requests are lost revenue. Here's what you're missing.
Form vs IntakeBot: What Changes When Intake Is a Conversation
What the quote conversation looks like versus a 5-email chain.
Geolocation in Field Service Intake
For renovation, HVAC, and field service: capture the job site with every quote request.
