This feature is currently in beta.
The Blu Quote Letter Creation Skill is being rolled out gradually, so not all users will have it yet. If you don't see a layout with the Style Assistant icon under Select a Different Layout, it isn't available in your account yet. Functionality may change as the feature develops.
The Blu by Buildxact Quote Letter Creation Skill is an AI-powered quote letter layout. Instead of ticking settings on and off and using advanced editing to change wording or colors, you describe what you want and Blu makes the change for you. This article explains how to switch to it, what it can do, and what's coming next.
Watch the video below to see this in action, or continue reading for step-by-step details.
Why we've added the Blu Quote Letter Creation Skill
The existing quote letter layouts have served well for the last couple of years, but more and more users want styling that's better looking and simpler to change. Rather than adjusting everything manually, the Blu Quote Letter Creation Skill lets you say what you want and have it done for you.
Find the Blu Quote Letter Creation Skill during beta
As the feature is still in Beta, it's not yet on my default when you go to prepare a quote. To find it:
Open an estimate and go to Prepare Quote.
Click Select a Different Layout, next to the Layout heading.
Look for the layout card named Blu Quote Letter Creation Skill. It has a Quote Assistant label and the Blu icon in the top right corner, and is marked as a Buildxact Template.
Click Select Layout.
If you don't see this card, the feature isn't available in your account yet. You can still use your existing layouts in the meantime.
Describe the changes you want
With a Blu quote letter layout selected, use the chat panel on the right to describe the change you want to make, and Blu updates your quote letter. Here are some examples of what you can ask for:
Add images: give it a link to an image and ask for it on the cover page, in the cover letter or elsewhere in the quote.
Hide columns: ask it to hide columns you don't want to show. The remaining text now flows across the full width, so there's no leftover blank space where the column used to be.
Remove tax wording: useful if you'd rather not show or mention tax on your quote, which is common in North America.
Update terms and conditions: ask it to review your terms and conditions and make sure they're current.
Change the styling: for example, ask for warmer colors.
These are just a starting point. Try out your own ideas to see what it can do for your quotes.
Tip: as with any AI feature, check your quote letter before you send it to make sure the changes look the way you expect.
Want the old layout back?
You can switch back to any of your existing quote letter layouts at any time, and the Blu Quote Letter Creation Skill will no longer be used on that quote.
Open the estimate and go to Prepare Quote.
Click Select a Different Layout, next to the Layout heading.
Choose the layout you want to go back to. If you've never saved a layout, look for the Buildxact Customisable Layout, which is the old default.
Click Select Layout.
What's coming next
This is the first version of the Blu Quote Letter Creation Skill, and we'll keep improving it. Updates we're working on include:
Smarter choosing and sourcing of images for you.
Quickly matching your existing quote style, so Blu can adjust itself to look like your previous quotes.
We'd love your feedback as you try it out.
Need help? Reach out to our support team — we're here to help!