Auto quote generator: from audit to quote in 30 seconds

The audit is done, the report is ready. What's next? The auto quote generator turns your results into a structured sales proposal — in one click.

You've just finished a WordPress audit. The report is spotless: 56 tests run, clear scores, precise recommendations using the FIA method. The client is impressed. Then they ask: "OK, how much to fix everything?"

That's where things slow down. You open your spreadsheet or invoicing tool, re-read the report test by test, manually estimate each intervention, and build the quote line by line. Thirty minutes later — sometimes an hour — the quote is ready. The momentum is gone.

Orilyt's auto quote generator eliminates this step. It transforms audit results into a professional, structured, ready-to-send quote — in seconds.

The FIA method: the foundation of the quote

Every recommendation in an Orilyt report follows the FIA method — Fact, Impact, Action. This isn't a formatting detail; it's the structure that makes the automatic quote possible:

1. Fact — the objective finding measured by the test. Example: "SSL certificate expires in 5 days" or "No meta description tag detected"
2. Impact — the business consequence if nothing is done. Example: "The site will be blocked by browsers" or "Loss of visibility on Google"
3. Action — the technical intervention required. Example: "Renew the certificate and configure auto-renewal" or "Write and implement an optimized meta description"

This triple structure is exactly what a quote line item needs: a justification (the fact), urgency (the impact), and a concrete deliverable (the action). The quote generator simply formalizes what already exists in the report.

How it works

The process is designed to be as simple as possible. After an audit, a single click triggers the generation:

1. Orilyt analyzes the audit results and identifies all failed tests or tests with an insufficient score
2. Each failed test is converted into a quote line item: intervention description, effort estimate (in hours or days), priority level (critical, important, recommended)
3. Line items are sorted by priority: critical issues (security, SSL, blocking errors) first, recommended optimizations last
4. The quote is generated with your branding (white-label), ready to download as PDF or send directly to the client

Each line item in the quote keeps the link to the original test in the report. The client can click through and see exactly what was detected, why it's a problem, and how to fix it. Total transparency is the best sales argument.

Use cases: who benefits?

The auto quote generator adapts to three main profiles:

1. The WordPress freelancer — you do everything yourself: audit, quote, work, invoicing. Every minute saved on the quote is another minute for technical work. The generator takes you from 30 minutes to 30 seconds
2. The web agency — your sales team presents audits to prospects. The auto quote lets them close the deal on the spot, while the client is still under the impression of the report. No more waiting for technical validation
3. The maintenance company — you manage dozens of WordPress sites. Every month, audits reveal necessary interventions. The generator turns each maintenance audit into an upselling opportunity

The common thread across all three profiles: the time between the audit and the quote is when you lose the most sales. The shorter this gap, the higher your conversion rate.

What's in the quote

Each line item in the auto-generated quote is structured to be understandable by a non-technical client:

1. Intervention title — drawn directly from the FIA action of the test. Clear, concrete, free of unnecessary jargon
2. Description and justification — the observed fact and its business impact. The client understands why they need to pay for this intervention
3. Effort estimate — in hours or days, based on the technical complexity of each type of fix. Manually adjustable if needed
4. Priority level — critical (do immediately), important (within 30 days), or recommended (continuous improvement). Lets the client choose a scope
5. Section grouping — items are organized by domain (performance, security, SEO, UX, legal compliance) for structured reading

The client receives a document that doesn't just say "here are the problems" but "here is what we propose, why, and in what order." That's the difference between a report and a sales proposal.

Availability and early access

The auto quote generator is part of the Q2 2026 roadmap. It's one of the most requested features from beta testers, and we want to ship it right:

1. Phase 1 — Basic generation: automatic conversion of failed tests into quote line items, white-label PDF export
2. Phase 2 — Customization: customizable pricing grid, add/remove line items, service notes
3. Phase 3 — Workflow integration: direct email to client, electronic signature, acceptance tracking

Users on Freelance plans and above will get access to the generator at launch. Solo plans will be able to generate simplified quotes. Sign up to be notified at launch.

The missing link between audit and sale

Today, an Orilyt audit gives you the diagnosis. The FIA report gives you credibility. But between the report and the payment, there's a gap: the quote. That gap takes time, kills momentum, and lets the prospect cool down.

The auto quote generator bridges that gap. Audit done, quote generated, proposal sent — in the same session. The prospect doesn't have time to lose their enthusiasm. They've seen the problems, understood the risks, and now they have the price.

From audit to quote in 30 seconds. This is the feature that transforms Orilyt from an audit tool into a selling machine.