Research consistently shows that the first supplier to respond to an enquiry wins a significant advantage. We automate your quotation process so professional quotes go out in minutes, not hours, every single time.
An enquiry arrives. Someone needs to gather the details, check the pricing sheet, build the document, and get it out, but they’re busy. By the time the quote lands in the customer’s inbox, they have already accepted someone else’s proposal.
Enquiry captured automatically
Whether the enquiry comes in through your website, email, phone call log, or another channel, the automation picks it up and processes it immediately, including outside business hours.
Pricing calculated
Your pricing logic (rates, quantities, discounts, conditions) is applied automatically to generate accurate figures without manual calculation.
Professional document generated
A branded quote is created in PDF, Word, or your preferred format, consistent every time, with your logo, terms, and layout.
Quote sent to customer
The quote is emailed to the customer automatically, often within minutes of their original enquiry. You are the first to respond.
Follow-up scheduled
If the customer does not respond within a set period, a polite follow-up goes out automatically. No quote is left chasing without a nudge.
We built a full quotation workflow for a UK-wide field service company previously running everything through Excel. Enquiries are now captured automatically, priced without manual intervention, and turned into professional quotes the same day, whether they arrive on a Tuesday afternoon or a Sunday morning. The business is winning more contracts because it is consistently the first to respond.
Quotation automation turns an enquiry into a professional, sent quote without anyone doing it manually. The process, capturing the enquiry, applying pricing logic, generating a document, and sending it, all happens automatically, usually within minutes of the original enquiry arriving.
Yes, within limits. We can build in tiered pricing, quantity discounts, conditional rates, and most rule-based pricing logic. If your pricing requires human judgement on each quote, we build the automation to produce a draft for you to review and approve before it goes out, so you still get the time saving without losing oversight.
We can generate quotes in PDF, Word, HTML email, or via a dedicated quoting tool like PandaDoc, depending on what works best for your business and your customers.
Yes. We connect the quotation workflow to most common CRMs including HubSpot, Salesforce, Pipedrive, and Zoho. Enquiries, quotes, and outcomes are all logged automatically.
We can build a review step into the process: the automation prepares the quote and sends it to you for approval before it reaches the customer. You get all the time saving of automation without losing oversight of what goes out.
Walk us through your current quoting process and we will show you where automation can cut the time and improve your win rate. No sales pitch. No obligation. Fixed price before we start.