ai Allie's Quote Review Function
Imagine having an assistant who reviews your quotes, spots opportunities you might have missed, and helps spark better conversations with your customers.
That's Allie — FRN's new in-app AI assistant. She's just getting started, with more features on the way, but her first feature, Quote Review, is ready for you to try right now.
What is the Quote Review?
Quote Review is powered by insights drawn from over $1 billion in accepted quotes across the FlatRateNOW platform. When triggered, Allie analyses the tasks on your current quote and returns a list of relevant suggestions based on historically accepted work. These suggestions are informational — you retain full control over what, if anything, is added to your quote.
How do I access this feature?
Quote Review is accessible directly from the quote builder. Once your quote is underway, select the 'Review Tasks' button located in the top right corner of the screen.
Before giving the feature a whirl, try it below in this interactive tutorial: