Automation
From enquiry to quote in minutes
The customer’s enquiry is read, the requirements extracted, and a finished draft quote is ready in your own template with prices from your price list, while your competitor is still doing the sums.
The daily routine today
- Quotes are written from scratch every time, often in the evening, after hours.
- Prices live in old quotes, spreadsheets and people’s heads.
- Enquiries sit for days before anyone replies, and some are forgotten.
After automation
- The enquiry is analysed automatically: what is requested, where, and when.
- Prices are pulled from your price list and similar past quotes.
- A complete draft in your template is ready for review within the hour.
How the automation works
The enquiry arrives
Email or form, the AI extracts requirements, scope and desired timing.
The prices are found
Price lists, component prices and similar won quotes are looked up automatically.
The draft is written
The quote is built in your template: introduction, line items, reservations and terms.
You quality-assure
You adjust the price and wording, the professional judgement is still yours.
Follow-up runs itself
If the quote hasn’t been answered after a couple of days, a friendly follow-up is sent.
Typical systems in the solution
I build on top of what you already have, the goal is fewer clicks, not more systems.
What it typically means
- Minutesfrom enquiry to draft, instead of days
- Higher win ratefast, consistent quotes win more often, and the follow-up is never forgotten
- Evenings offquote writing moves from the coffee table back into working hours
The figures reflect typical experience. They depend on your volume and systems. We always work out the concrete potential together before I build anything.
Could this work for you?
I always start with a short, free chat about your workflows, and build a prototype that proves the value before you commit.
