01
Understand the work
Confirm your business goal, current tools, users, data, and the next useful improvement.
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Connect your tools, automate repetitive tasks, and put intelligent workflows to work.
Connect your tools, automate repetitive tasks, and put intelligent workflows to work.
Loading your saved estimate…
Confirm your business goal, current tools, users, data, and the next useful improvement.
Review deliverables, responsibilities, integrations, exclusions, timeline, and the written proposal before work starts.
Review a working example, check the agreed scenarios, and approve changes before launch.
Complete acceptance checks and hand over documentation, access, and any separately selected ongoing support.
These lists are planning options, not promises that a provider is connected or automation is active.
Your accepted quote lists its described work, quantities, billing cadence, and amounts. This guide does not authorize a connection, purchase, or charge.
Real example · built and used by CORE
Start a plan in the estimate builder and it is priced from the live catalog, saved, and routed to CORE's team for review. Other integrations are scoped and approved with each customer.
Open the live estimate builder
Validate a form, update the CRM, synchronize data, and flag a failed handoff. Predictable rules own the repeatable steps.
Extract document fields or draft an answer from permitted information. Confidence checks, source references, and human review handle uncertainty.
Connect inbox triage, lead follow-ups, quotes, invoices, and reports with access, provider limits, failure recovery, and maintenance agreed in advance.
Current offers
Define the deliverables, integrations, responsibilities, and ongoing work with a specialist before approving a written proposal.
Custom quote
Plan your scopeYour proposal itemizes one-time implementation, recurring management, hosting, optional care, taxes, and third-party fees. Support hours, response commitments, monitoring, backups, and included maintenance follow the selected plan and accepted agreement; support is not unlimited.
The accepted proposal names deliverables, integrations, quantities, responsibilities, and exclusions. The examples on this page help define that scope.
Loading this page. This should only take a moment.
Connect your tools, automate repetitive tasks, and put intelligent workflows to work.
Connect your tools, automate repetitive tasks, and put intelligent workflows to work.
Loading your saved estimate…
Confirm your business goal, current tools, users, data, and the next useful improvement.
Review deliverables, responsibilities, integrations, exclusions, timeline, and the written proposal before work starts.
Review a working example, check the agreed scenarios, and approve changes before launch.
Complete acceptance checks and hand over documentation, access, and any separately selected ongoing support.
These lists are planning options, not promises that a provider is connected or automation is active.
Your accepted quote lists its described work, quantities, billing cadence, and amounts. This guide does not authorize a connection, purchase, or charge.
Real example · built and used by CORE
Start a plan in the estimate builder and it is priced from the live catalog, saved, and routed to CORE's team for review. Other integrations are scoped and approved with each customer.
Open the live estimate builderValidate a form, update the CRM, synchronize data, and flag a failed handoff. Predictable rules own the repeatable steps.
Extract document fields or draft an answer from permitted information. Confidence checks, source references, and human review handle uncertainty.
Connect inbox triage, lead follow-ups, quotes, invoices, and reports with access, provider limits, failure recovery, and maintenance agreed in advance.
Current offers
Define the deliverables, integrations, responsibilities, and ongoing work with a specialist before approving a written proposal.
Custom quote
Plan your scopeYour proposal itemizes one-time implementation, recurring management, hosting, optional care, taxes, and third-party fees. Support hours, response commitments, monitoring, backups, and included maintenance follow the selected plan and accepted agreement; support is not unlimited.
The accepted proposal names deliverables, integrations, quantities, responsibilities, and exclusions. The examples on this page help define that scope.
