Enquiries and quotations
Turn a new enquiry into a review-ready quotation.
A new enquiry often sends someone looking through old quotes, rate sheets and service documents. This brings that material together and prepares the first response.
Explore a pilotThe working flow
How the work moves.
The gathering and first draft happen in one place. Scope, price and the customer response stay with the person responsible.Receive the enquiry
Find the right terms and rates
Flag gaps and exceptions
Prepare the reply and quotation
Access and responsibility
Enough access to do the job. No more.
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 remain responsible for
Whether to quote, the final scope and price, any exception to standard terms and what is sent to the customer.
Representative output
Nothing is sent until someone has checked it.
The reviewer sees what the customer asked for, which source material was used and which decisions are still open.3 missing details identified
Approved rate card referenced
Quotation and reply awaiting review
The pilot
What the first pilot includes.
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.When this is worth considering.
Worth a closer look
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