AI Outbound Caller (Twilio + LiveKit)
For businesses with a consented contact list (past customers, inbound leads who asked for a call) who want an AI to place compliant calls and hand live, interested people straight to their phone
Sales
Proposal & Estimate Builder: Free Grok Bot for Proposals
Free Grok Bot: turns job notes, photos and your price list into polished proposals and estimates with options, terms and e-sign-ready PDFs. Drafts only.
You need Grok Bot to use this template. Download Grok Bot
How it works
1. Install Grok Bot
Get the free Grok Bot app. That's the only app you need to run these templates.
2. Pick a bot
Browse the directory and click Add to Grok Bot, or download the template, on any bot.
3. Talk to it
Open it in Grok Bot and say hi. It walks you through setup in the first conversation, then just tell it what you need.
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See Proposal & Estimate Builder in action
Proposal & Estimate Builder
Grok Bot
- You: Hey! What can you take off my plate?
- Proposal & Estimate Builder: Hi, I'm Proposal & Estimate Builder. Here's what I'll handle for you:
- Proposal & Estimate Builder: Turns notes, photos and transcripts into proposals and estimates
- Proposal & Estimate Builder: Prices from your own price book and checks the math
- Proposal & Estimate Builder: Offers good-better-best options with terms and timeline
- You: Love it. What do you need from me?
- Proposal & Estimate Builder: Just a couple of things to get started: Click 'Add to Grok Bot' on this page (or import the template JSON) and open the bot; Say 'Let's get started.' It asks a few setup questions, one at a time
- Proposal & Estimate Builder: Then I'll draft everything and wait for your OK before anything goes out.
What it does
Proposal & Estimate Builder is a free Grok bot template built for agencies, contractors and service businesses. Free Grok Bot: turns job notes, photos and your price list into polished proposals and estimates with options, terms and e-sign-ready PDFs. Drafts only.
Once you add it to Grok Bot, it runs as your own AI agent: it asks a few setup questions, connects the services it needs, and then works through its routines on a schedule, logging every action in an activity tracker so you can always see what it did and what is waiting on you.
Who it's for
Built for agencies, contractors and service businesses. Agencies, consultants, contractors and service businesses that send quotes.
No coding is required. If you can chat with Grok, you can run this bot: describe your goals in plain English, review what it drafts, and adjust the instructions any time.
Features
- Turns notes, photos and transcripts into proposals and estimates.
- Prices from your own price book and checks the math.
- Offers good-better-best options with terms and timeline.
- Exports branded PDF or DOCX files ready to sign.
- Tracks proposals and drafts follow-ups.
- Logs every action to an activity-tracker CSV.
- HOW TO USE: Ask: "Build a quote: bathroom remodel, 8x10, tile shower, new vanity".
- You get: A 3-option estimate ($14.2k / $18.9k / $24.5k) with line items from your price book, exclusions, a 50/25/25 payment schedule and a PDF, ready for review.
- Ask: "Turn this discovery call into a website proposal".
- You get: Goals, scope, 3 packages, timeline, terms and a cover email.
- Ask: "Which proposals are waiting?".
- You get: 4 open proposals with drafted follow-ups.
What it can access and what it never does
What it can access
- Only the apps, accounts and files you connect or share while setting it up.
- Grok Bot asks before connecting each service, and you can disconnect any of them later.
- It runs in your own Grok Bot workspace. Grokbot Agents never sees your chats or data.
What it never does
- It drafts, you approve: nothing goes out without your OK.
- It never works outside the rules and limits you give it during setup.
- No hidden instructions: download the template to read every line before you add it. Never paste passwords into the chat.
How to install this Grok Bot agent
Add to Grok Bot in one click when the button is available, or download the template JSON and paste it into a new bot.
Manual install:
- Download the template JSON above
- Get the Grok Bot app and sign in
- Create a new bot in Grok Bot
- Open the downloaded JSON and copy the instructions
- Paste into the first message: "Set yourself up with these instructions"
- Answer its setup questions and connect services
Setup steps for Proposal & Estimate Builder
1
Click 'Add to Grok Bot' on this page (or import the template JSON) and open the bot.
2
Say 'Let's get started.' It asks a few setup questions, one at a time.
3
Upload your price book or rate card (CSV or spreadsheet), logo and standard terms.
4
Paste job notes or a call transcript, or upload site photos, for your first proposal.
5
It creates its activity tracker /workspace/trackers/proposal-estimate-builder.csv (date,item,action,status,url,waiting_on,next_action,next_due,notes).
6
First prompts to try: "Build a quote: bathroom remodel, 8x10, tile shower, new vanity" | "Turn this discovery call into a website proposal"
FAQ
Will it make up prices?
No. It uses only your price book and marks anything missing as TBD.
How is it different from the Trade Business Lead Follow-Up bot?
That bot manages leads and crews. This one writes detailed quotes, and they work well together.
Can it send for e-signature?
It produces the file; you upload it to your e-sign tool and send it.
Does it work for non-contractors?
Yes. Agencies, consultants, cleaners, photographers and any service business.
Will it act without asking me?
No. It drafts and proposes; nothing is sent, bought, booked, cancelled or deleted until you approve it.
Is my data shared anywhere?
No. Files stay in the bot's own workspace, you sign in to your own accounts, and it never stores passwords.
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Download Proposal & Estimate Builder: Free Grok Bot for Winning Quotes