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Convert more quote requests into paying projects

Every day your form loses a quote request is a day your competitor closes the deal. AI captures scope, budget, and timeline in one conversation. You quote same-day and win more projects. Built with our AI form builder. Replace your contact form or try it free.

The old way vs ioZen

The old way

  • Basic form captures name and email only
  • 3-5 days of emails to understand scope
  • No budget or timeline until you ask
  • Quote sent too late, client went cold
  • No way to track which quotes close

With ioZen

  • AI captures scope, budget, timeline in one conversation
  • Quote-ready info within minutes, not days
  • Quote sent same day, while interest is hot
  • Pipeline tracks every request from first click to close
  • Higher close rate because you respond first

Quoting without the chase

Marcus runs a web design agency. Before ioZen, he'd get quote requests like "How much for a website?" and spend three emails just understanding the scope. Now, potential clients click his quote link and the IntakeBot asks what kind of site, how many pages, if they have content ready, their timeline, and their budget range. Submission Intelligence scores each request on the way in, so the $30k mobile app sits above the $500 logo tweak in his queue. By the time Marcus opens his board, everything is scoped, ranked, and ready. He quotes the big projects first and wins them before competitors even respond.

What the client sees

A conversation that gets the details you need

IntakeBot

Hi! Tell me about your project. What are you looking to build?

We need a new website for our consulting firm. Something professional but modern.

IntakeBot

Got it. How many pages are you thinking? And do you have content ready, or will you need help with that?

About 8-10 pages. We have most of the content but might need help with the services descriptions.

IntakeBot

Perfect. What's your ideal timeline? And do you have a budget range in mind?

We'd like to launch in 6-8 weeks. Budget is around $8-12k.

IntakeBot

Great, that's very helpful. Can you share any websites you like the style of? You can paste links or upload screenshots.

The numbers

What changes when quote requests are conversational

Time to quote

3 days 4 hrs

Quote accuracy

60% 92%

Quote win rate

25% 45%

The full pipeline

From inquiry to signed proposal

Client describes project

Clicks your quote link

Intelligence scored

AI assigns tier: Priority / Standard / Low

Contact created

Lead saved automatically

Card on board

In your quotes pipeline

Routed by type

To the right team member

Submission Intelligence
Priority E-commerce platform build
82
Standard WordPress theme update
55
Low Quick logo question
22

Score breakdown

Project scope
88
Budget range
75
Timeline
82

Configured tiers

Priority Standard Low
Submission Intelligence

Your highest-value quotes get attention first

AI reads scope and budget from every request, then factors in timeline. Big projects surface at the top. General inquiries wait their turn.

Available on Pro & Business

Right project, right decision-maker

Every request goes to someone with pricing authority

🤖 FlowApp Collects information ✦ AI Scoring Tier assigned Routes by intelligence tier Web/App Tech Lead Branding Creative Director Consulting Partner
See the Tech Lead in detail

Why this matters

Wrong person = wrong quote = lost deal. When a technical request lands on a junior's desk, quotes get delayed or mispriced. Routing ensures decision-makers see their projects first.

Without routing: All requests in one pile. Escalation loops. Delayed response.
With ioZen: Submission Intelligence scores every request. High-value projects reach decision-makers first. Accurate quotes, faster closes.

Tech Lead's Pipeline

Technical projects land here. Scoped and quoted by someone who knows.

New Request

2

E-commerce Build

Retail brand · $15-20k

Shopify

Mobile App MVP

FinTech startup · $30k+

React Native

Estimating

1

E-commerce Build

Retail brand · $15-20k

Shopify

Website Redesign

Consulting firm · $8-12k

Next.js

Sent

0

Won

0

What's included

AI follow-up questions

Asks what you'd ask anyway: timeline, budget, scope

Submission Intelligence

AI scores scope, budget, and timeline. Configure dimensions to prioritize what matters most.

File uploads

Reference materials, brand assets, examples

Contact created

Client info saved automatically for follow-up

Quote tracking

See all quotes in a visual pipeline

Attribution

Know which campaigns bring quote requests

How many leads did your form lose this week?

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