Create a Quote with AI
What it does
Create a Quote with AI turns the fixtures and pricing already in your project into a complete, formatted quote — without filling out a form line by line. You ask for it in the Submittal Builder chat and the AI assembles the line items, applies your pricing, and produces a quote you can review, edit, and send.
How to do it
Open Submittal Builder from the sidebar.
Make sure you are in the right project (the Builder will ask if it is unsure).
Type: "Create a quote with AI for this project."
Press Enter to send.
What the AI handles
Line items — pulls the project's fixtures and quantities into the quote.
Pricing — applies documented unit costs and any markup you have set.
Grouping & formatting — organizes the quote into a clean, send-ready document.
Narrow the scope
You can be as specific as you like. For example:
"Create a quote with AI for just the L-type fixtures."
"Quote everything from Lithonia in this project."
"Build a quote and apply a 15% markup."
After it is created
Review & edit — adjust quantities, pricing, or notes before sending.
Generate PDF — produce a branded quote document.
Turn it into POs — ask the Builder to "create purchase orders from this quote."
Tip: if the Builder is missing pricing for some items, it will tell you which ones so you can fill the gaps and re-run.