Put an AI agent to work in Estimation & Quote Builder

Ask Proto to prepare records and checks while your team keeps business decisions.

Set it up

Teach your agent ERP.AI
Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.
curl -fsSL https://www.erp.ai/skill.md
Give it a role
Assign the agent its own user and one of the 7 roles. It gets exactly the access that role has, and no more.
Check what it can reach
Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.
Review its work and usage
Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

agent · estimation & quote builder

Account Owner: Prepare a client record with the owner, billing terms, and primary contact for review.
Engagement Manager: Summarize delivered hours, expense total, and remaining value for an active engagement.
Consultant: Prepare a service line with date, description, hours, rate, and engagement before submission.
Service Reviewer: Show approved lines and failed submissions with their engagement context for follow-up.

Submitting a service line runs its approval check.
A person decides whether a milestone is accepted for billing.
Billing Specialist confirms an invoice action and marks payment Received only after collection is verified.
Proto can prepare records and explain exceptions, but the accountable role checks the result before the next handoff.

Start free, then use Proto to change fields, steps and approvals before your team goes live.