Enquiries and quotations
From enquiry to quotation, faster.
Bring customer details, rate sheets and service documents together, then prepare a quotation and reply for your team to approve.
Explore a pilotThe working flow
How it works.
The system gathers the information and drafts the response. Your team controls scope, price and sending.Receive the enquiry
Find the right terms and rates
Flag gaps and exceptions
Prepare the reply and quotation
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 can prepare
A structured summary, missing-information questions, a quotation draft and a proposed reply.
People decide
Whether to quote, the final scope and price, any exception to standard terms and what is sent to the customer.
Illustrative example
Ready for your team’s approval.
See the customer’s request, the sources used and the decisions still needed.3 missing details identified
Approved rate card referenced
Quotation and reply awaiting review
The pilot
What you receive.
Mapped enquiry and quotation process
Connected approved source material
Review-ready output and exception handling
Testing, handover 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, responses follow recognisable rules and experienced people are spending too much time assembling first drafts.Hold off for now
Every quotation starts from a blank page, pricing lives in people's heads or nobody owns the final commercial decision.Practical questions
Can it send quotations automatically?
It can, but we normally begin with drafts. Sending is added only when the rules and exception handling have been proven.
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