Raq.com for marketing agencies

New business calls come in while you’re in client meetings. Raq.com answers, writes up the brief, and helps you send a proposal in your agency’s branding, with a deposit invoice once it’s signed.

Free trial. Voice Calls is on the Professional plan and above.

Clare’s day, from the call to the deposit

Pick a time to see that screen from the film, or play the film from there.

  1. 10:42 Call answered

    Raq.com Voice Calls showing the summary and transcript of Conor’s call

    Conor rang while Clare was with a client

    10:42, answered by Donnelly Reception, the AI receptionist on Clare’s business line. Voice Calls is on the Professional plan and above.

    Conor McAuley of McAuley’s Bakery asked for a quote for a new website before the bakery opens a second shop in the spring. They have a logo but need new photos. The assistant said Clare would send a quote today.

  2. Evening Quote asked for

    ChatGPT using Raq.com to read the call, find Conor in the CRM and build the quote

    That evening, Clare asked ChatGPT

    Quote Conor McAuley for the bakery’s new website from this morning’s call. Our prices, three months of social as an optional extra, and a 50% deposit.

    • Voice Calls Read this morning’s call from Conor McAuley
    • CRM Find Conor McAuley
    • Quotes & Proposals Read your price list
    • Quotes & Proposals Create “New website for McAuley’s Bakery”
    • Quotes & Proposals Add it to his CRM record as a quote, with Conor to sign
  3. 19:12 Quote sent

    The quote in Raq.com Quotes & Proposals, in Donnelly Reid’s branding

    Clare checked the quote and sent it

    Quote
    New website for McAuley’s Bakery
    Total
    £5,760.00 including VAT
    Deposit
    50%, £2,880.00

    ChatGPT priced it from Clare’s saved price list, in Donnelly Reid’s logo and colours.

  4. 19:15 Signed

    The accepted quote on Conor’s phone

    Conor added three months of social and signed

    Optional extra
    Social media management, three months, £1,200.00
    New total
    £7,200.00 including VAT
    Deposit
    £3,600.00

    Conor ticked the extra and signed on his phone, and Clare was told straight away.

  5. 19:16 Deposit invoice

    The deposit invoice in Raq.com Invoice Generator, ready to send

    One click made the deposit invoice

    Invoice
    INV-00261
    Amount
    £3,600.00
    Due
    3 Nov 2026

    Raq.com Invoice Generator takes card payments on the invoice and chases late ones.

The quote Conor signed

Raq.com Quotes & Proposals drafts it with your logo and colours from Brand Guidelines, and you check the prices. Save your prices once and pick them into each quote, or let a connected AI app do it. Customers open it on their phone, tick any optional extras and sign to accept.

Prices
Picked from Clare’s saved price list, with VAT at 20%
Optional extra
Social media management, three months, ticked by Conor
Deposit
50% on acceptance, invoiced in one click
More about Quotes & Proposals

Accepted by Conor McAuley on 20 October 2026

Donnelly Reid QP-DR9M4K

A new website for your bakery

Built, photographed and launched in time for the new shop.

Prepared for
Conor McAuley
Prepared by
Clare Donnelly, Donnelly Reid
Valid until
19 November 2026
Investment
£7,200.00including VAT

Conor, thanks for your call this morning

A second shop is a good moment for a new website, and your bakes deserve better photos than the ones online now. Here is what I would do: an eight-page site you can update yourself, a half-day shoot at the bakery, and a launch campaign for the new shop.

Quote items
Website design and build, 8 pages 1 site × £3,600.00 £3,600.00
Half-day photo shoot at the bakery 1 shoot × £450.00 £450.00
Launch campaign, social and email 1 campaign × £750.00 £750.00
Social media management, three months Optional, added 3 months × £400.00 £1,200.00
Subtotal£6,000.00
VAT at 20%£1,200.00
Total£7,200.00
Deposit on acceptance£3,600.00

The four tools in the film

All four come with one Raq.com subscription, which has over 75 tools in all.

  • Voice Calls

    Answered Conor’s call on the business line, then recorded, transcribed and summarised it.

    Professional plan and above, after an approval check. Calls are charged per minute.

    About Voice Calls in Raq.com
  • CRM

    Keeps Conor’s details, the call and the quote together on one record.

    About CRM in Raq.com
  • Quotes & Proposals

    Built the quote from Clare’s own prices and branding, and took Conor’s signature.

    About Quotes & Proposals in Raq.com
  • Invoice Generator

    Made the deposit invoice from the signed quote. It takes card payments and chases late ones.

    About Invoice Generator in Raq.com

Also useful for marketing agencies

You don’t need ChatGPT

Clare asks ChatGPT for the quote in the film. You can build the same quote yourself in Raq.com, from the same price list and branding. If you already use ChatGPT, Claude or another AI app, connect it and it can do the work for you.

Common questions

Can I use my own prices?

Yes. Save your prices once in Quotes & Proposals and pick them into each quote. When you describe a job, Raq.com drafts the prices for you to check and change before anything is sent.

What about the AI receptionist in the film?

That’s Raq.com Voice Calls. It’s on the Professional plan and above, needs an approval check, and tells callers at the start that the call is handled by an AI assistant.

Can customers pay the deposit by card?

Yes, once you connect your Stripe account. Raq.com Invoice Generator puts a Pay now button on the invoice and sends reminders when one is overdue.

What does it cost?

One Raq.com subscription covers over 75 tools, with plans from $39 a month. Voice Calls needs the Professional plan or above and an approval check, and calls are charged per minute. See plans and pricing.

Try it on your next enquiry

Add your prices and logo, then send your first quote from Raq.com. Free trial.

The business, people and prices in this film are made up for demonstration and privacy purposes. Every screen is real Raq.com.

Free trial.

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