Where to find Quick Quotes
Open Quick Quotes from the Projects area, then Quick Quotes in the left navigation, or click Create Quick Quote from the Dashboard quick actions.Before you start
- Ensure at least one Quotation Configuration exists under Configurations, then Quotation Configurations.
- Ensure at least one Proposal Template is set up under Configurations, then Proposal Templates.
Create a Quick Quote
1
Open Quick Quotes
Navigate to the Quick Quotes page from the left navigation or Dashboard.
2
Start a new quote
Click Create Quick Quote.
3
Provide the brief
Paste the client brief into the input area and add any supporting details as supported.
4
Generate the quote
Run the generation step. Prophic uses the active Quotation Configuration to produce a priced quote.
Quick Quotes vs Projects
Quick Quotes use Quotation Configurations for fast, autonomous quoting. Projects use Configuration Templates with scope versions, full five-stage pipeline tabs, and customer records. Choose Quick Quotes for speed and Projects when you need full scoping, estimation control, and change-request tracking. For a detailed comparison, see Projects vs Quick Quotes.Plan limits
Quick Quote limits vary by plan:- Free: 5 total
- Prophic Pro: 100 per month
- Prophic Teams: Unlimited
- Enterprise: Unlimited
Quick Quote generation consumes AI credits from your organization’s monthly pool. Monitor usage on the Dashboard resource tracker.
Proposal Templates
Configure branded layouts and boilerplate for quote and proposal output.
Projects vs Quick Quotes
Learn when to use a full project pipeline versus the autonomous quoting pipeline.