Two tools, two jobs
AI quote generator and ComTools Quotely on ComTools are complementary—not either/or.
| AI quote generator | ComTools Quotely | |
|---|---|---|
| Host | comtools.cn, in-browser | quote.comtools.cn SaaS |
| Strength | Plain language → line items, Excel/PDF export | Templates, formulas, libraries, share links |
| Best for | First conversation, unique scope, one-offs | Repeat quotes, standard templates |
| Cost | Form free; AI uses your API key | Free during early stage |
Overview: ComTools Quotely · Register: quote.comtools.cn/register
Five-step workflow
1. AI draft (5–10 min)
- Open /ai-quote-generator
- Pick template — software, construction, etc.
- Describe scope, timeline, budget band
- Generate and edit rates in the form
Guide: AI quote generator tutorial.
2. Align scope with client
- Export Excel or print PDF for preview
- Or Markdown copy for chat
- Goal: scope and ballpark, not final letterhead yet
3. Build ComTools Quotely template (first time ~30 min)
- Turn stable line structure into a Quotely template
- Seed product/service rows and default rates
- Save client profiles for reuse
Formulas: tax, discount, balance guide.
4. Client delivery: PDF + link
- PDF attachment for records
- Share link for mobile — EN sample, ZH sample
- English UI: quote.comtools.cn/en
5. Next quote: duplicate template
Same project type (e.g. corporate website, office deep clean) often under 10 minutes—no new AI prompt from scratch.
By role
Freelancer / consultant
- Few clients, varied scope → AI generator
- Retainers → Quotely templates
Small sales team
- Standardize on Quotely for numbers and layout
- AI for first draft, manager approves into Quotely
Export coordinator
- AI for English wording → Quotely for formal PDF/link
- Export PDF & share guide
Skip ComTools Quotely if
- Fewer than ~5 quotes per year
- Every quote structure is unique
- Internal estimates only
Free quotation maker + AI is enough.
Adopt ComTools Quotely when
- Same template, many clients
- Share links, not attachments only
- Tax/discount/prepay errors (vs Excel)
- Quote numbers and client history matter
FAQ
Import AI quote into ComTools Quotely?
Typical path: mirror AI lines into Quotely template/quote—AI speeds content, Quotely standardizes delivery.
Data sync between tools?
AI drafts stay local in browser; Quotely lives on the subdomain—connect via process, not auto-sync.
Already have Excel templates—need AI?
Keep Excel internally; use AI for new industries, then freeze layout in Quotely.