Description
Quote clearly. Start clients smoothly. Keep costs visible.
Get Quote Desk, Client Start, and Cost Watch in one workspace. Prepare the business facts in the tools, then use your own ChatGPT or Claude account to refine drafts and explore your cost-review questions.
What you can put to work
- All Quote Desk, Client Start and Cost Watch core tools.
- Transfer a saved quote into an onboarding draft without assuming acceptance.
- Practice with included fictional sample data.
- Print/text outputs, expense CSV export and JSON backup/restore.
Use the AI account you already have
Refine proposals and welcome messages, prepare kickoff materials, and review expense questions. The suite can copy saved quote details into onboarding drafts; you confirm acceptance and payment. Prepare the prompt in the tool, paste it into ChatGPT or Claude, and bring the response back to review. This is a manual workflow using your own account.
Your download
The browser-based tool, current start guide, fictional examples, prepared AI prompts, review controls, and backup instructions. One-business license for its authorized staff. One-time purchase; AI service subscriptions are not included.
Designed for this task
Quote-to-onboarding transfer copies draft details; it does not verify acceptance or payment. No signing, payments, automated sending, or live account sync.
Before buying: Use a current desktop browser. ChatGPT or Claude access, usage limits, and any charges are separate. Share only information you are permitted to use in that service. Review outputs, protect your backups, and use your usual approval and sending process.
Explore Small Business Work Suite and see a worked example · Read the refund policy
