We connect client data, products or services, pricing, business rules and approvals so quotes can be prepared faster, more consistently and with less manual work.
In many companies, quotes are still prepared by manually copying client details, items, prices and terms into Word, Excel or a previous PDF quote.
Quote automation connects that data with predefined rules and a document template. The system can pull information from a form, CRM, spreadsheet or database, assemble the appropriate items and generate a finished quote.
A similar approach in business systems is used in CPQ processes for configuring, pricing and generating quotes, gdje se pravila, cijene i odobrenja povezuju u strukturiran tok.
The goal is not to remove employee control. When needed, a quote can first be sent to the responsible person for review and approval, and only then to the client.
The workflow is adapted to how the company currently handles pricing, line items, discounts, terms and approvals.
The system receives client, project, product or service data from a form, CRM, spreadsheet or another source.
The appropriate items, prices, taxes, discounts, deadlines and other defined terms are applied.
The data is inserted into a defined template and a structured quote is created, including a PDF when needed.
The quote can be sent for approval, emailed to the client and automatically logged in the business system.
Automation does not have to cover the entire process. It can start with the part that currently takes the most time.
Company name, contact details, address and other data can be automatically pulled from a CRM, form or database.
Services, products, quantities and descriptions can be selected from a predefined database or catalog.
The system can apply defined prices, calculations, discounts and other business rules before generating the document.
A professional document containing all required data and line items can be generated from a defined template.
Quotes above a certain amount, with special discounts or other conditions, can require approval from the responsible person.
After approval, the quote can be emailed, stored in an archive and linked to the client or sales opportunity.
The system structure depends on how the company currently sets prices, selects items and approves commercial terms.
An employee selects the service, package or project scope, adds the client details and any additional items. The system then creates the document using a predefined template.
Items can be pulled from a catalog or product database together with codes, descriptions, prices and quantities, while the system automatically builds the quote structure and totals.
If a quote exceeds a defined amount, includes a special discount or contains non-standard terms, the system can pause sending and request approval from the responsible person.
The system uses pricing sources defined by the company instead of generating amounts arbitrarily.
Discounts and special commercial terms can have clear limits and require additional approval.
The design, structure, legal text and required quote elements remain standardized.
Sending can be automatic or require employee approval before the document is sent to the client.
The exact integrations depend on the technical capabilities of existing tools, data structure and approval process.
Email
Google Workspace
Google Sheets
Airtable
We review where the data comes from, who sets pricing and how quotes are currently prepared.
We define items, prices, terms, required approvals and the document layout.
We build the workflow and test generated quotes using real business scenarios.
The system is connected to live data sources and the actual sending or approval process.
We analyse your data sources, pricing process, document template and approval workflow before proposing a solution.
