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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.

From enquiry to quote in minutes
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

1

The enquiry arrives

Email or form — the AI extracts requirements, scope and desired timing.

2

The prices are found

Price lists, component prices and similar won quotes are looked up automatically.

3

The draft is written

The quote is built in your template: introduction, line items, reservations and terms.

4

You quality-assure

You adjust the price and wording — the professional judgement is still yours.

5

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

Outlook / GmailExcel price listsCRMPDF / Word templatesOrder system

I build on top of what you already have — the goal is fewer clicks, not more systems.

What it typically means

Minutes

from enquiry to draft — instead of days

Higher win rate

fast, consistent quotes win more often — and the follow-up is never forgotten

Evenings off

quote 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.

Book a free AI assessment →