These are yours to answer, not ours to decide about your business.
Would two people in your office quote the same job the same way? If not, that is worth sorting out first, and we can help with just that part, without any software.
Does the information already exist somewhere, or does someone have to remember it? If a job lives only in one person's head or in a WhatsApp thread, the first fix is a place to put it, not an agent.
If both answers feel comfortable, automation lands cleanly on top. If either one does not, say so on the call and we will start there instead.