Enquiries and quotations
Quotations from agreed rates and terms.
Turn an enquiry into a quotation using approved rates, terms and service information. Missing details and exceptions come to your team before a person approves the price, scope and reply. How much is produced automatically depends on the rules you are willing to trust.
Explore a pilotThe working flow
How it works.
Standard assembly follows approved rules. Your team resolves gaps, exceptions, price and sending.Check the enquiry for required details
Flag gaps and non-standard requests
Produce the quotation from agreed rates
Present checks and decisions for approval
Access and responsibility
Clear access. Clear responsibility.
It can look at
New enquiries and the approved service, pricing, terms and customer information needed for a response.
It produces
A check for required details, a standard quotation and reply from agreed rates and terms, and the sources and checks behind them.
People direct
Missing information, any exception, the final scope and price, and what is sent to the customer.
Illustrative example
Ready for your team’s approval.
An illustration, not a measured result. The quotation is built from current rates, and the reply waits for a person.Quotation built from current rates
Non-standard terms flagged
Reply held for approval
The pilot
What you receive.
Agreed sources, rates and exception rules
Quotation production and a path for exceptions
Tests against real enquiries and the current process
Handover, with source owners, training and operating notes
Typical timing
Once the source material is ready, a narrow pilot usually takes two to three weeks to build and test.Is this a good fit?
A good starting point
Enquiries arrive regularly and many follow recognisable rules. The share that can be produced this way is agreed with you.Hold off for now
Every quotation starts from a blank page, pricing lives only in people's heads, or nobody owns the final commercial decision.Practical questions
Can it send quotations automatically?
The pilot is draft-only. Automatic sending can be added only after the sending rules and exception handling have been proven and your team approves the change.
Does it need a new CRM?
Not necessarily. The first version can often work with Outlook, SharePoint and the files already in use.
Enquiries and quotations