Watch: How to write a quote cover note with AI in SalesThumb (0:55)
The AI cover-note helper is in the Send Quote window on a quote's page, next to the "Add a note (optional)" field. Click Suggest with AI and it drafts three short notes you can attach when texting or emailing a quote link to a customer. Real AI-written notes are on the Growth plan and up. It only knows what's already on the quote: the customer's first name, your shop's name, the quote number and the quote's line items. It never sends anything on its own. Picking a suggestion just fills the note box, which you can still edit, and nothing goes out until you click Send.
Getting a suggestion
Open a quote and click Send Quote. In the "Add a note (optional)" section, click Suggest with AI. It shows "Thinking…" while it works, then three options appear in a "Pick one to start from" box. Click one and it drops into the note field, replacing whatever was already there. So if you started writing your own note, clicking a suggestion overwrites it. You can also dismiss the suggestions, or click Suggest with AI again for a fresh batch.
Whatever ends up in the field is the same note for both channels. It's added to the top of the text and the email, and it should stay short since the full quote is behind the link.
What the notes are based on
Each suggestion uses only what's saved on that quote: the customer's first name, your shop's name, the quote number and the line items. You won't see numbers, dates or claims that aren't part of the quote. The note leaves out the price and the quote link, since those already appear elsewhere in the message. If a quote has many line items, a suggestion may not name every one.
Things to know
- Plan: Growth plan and up. On lower plans you'll still see three options, but they're the same example notes every time.
- Example notes: if your plan doesn't include this, or your shop has used its AI allowance for the current period, the three options are generic examples using the customer's first name and your shop name, not a real read of the quote. A line under them says "Example notes — live AI was unavailable for this request."
- Suggestions replace, they don't merge. Clicking a suggestion replaces the note field's current text, so finish or copy your own note first.
- Nothing shows until you ask. The suggestions only appear after you click Suggest with AI.
- One note, both channels. The note goes on both the text and the email when you send both ways.
Frequently asked questions
Q: Does clicking a suggestion send the quote or just draft the note?
A: Just the note. Picking a suggestion only fills the note box, which you can still edit. The quote and note only go out when you click Send.
Q: What does the AI use to write the notes?
A: Only what's saved on that quote: the customer's first name, your shop's name, the quote number and the line items. It won't make up numbers, dates or claims.
Q: Does the note include the price or a link to the quote?
A: No. Both already appear elsewhere in the message, so the note stays short and personal.
Q: Do I need a specific plan to use this?
A: Real AI-written notes are on the Growth plan and up. On lower plans you'll get the same example notes every time.
Q: How do I know if I'm seeing real AI notes or examples?
A: Example notes show a line underneath: "Example notes — live AI was unavailable for this request."