Repetitive task
Can quote preparation be automated?
Yes. An incoming quote request is read, what was asked and how much is pulled out, a draft is prepared from your price list and put in front of you for approval. No quote reaches a customer until you approve it.
How it goes today, and how it goes afterwards
| Today | Once the flow is set up |
|---|---|
| The request arrives by email, someone reads it and picks out what is needed. | The moment the request arrives it is read, and the subject, quantity, place and date are extracted. |
| The price list is checked and the quote is written from scratch every time. | A draft arrives ready, built from your own price list and your earlier quotes. |
| If information is missing, the customer is asked and the job waits. | Missing information is spotted, a question is drafted, and it goes out once you approve. |
| The quote is sent and following it up is left to memory. | Sent quotes stay on a list, and the ones without a reply are brought back to you. |
What gets built
- A flow that reads and sorts incoming requests (email or form).
- A quote draft fed by your price list.
- An approval screen: approve, edit or send for review.
- A follow-up list for sent quotes.
You have the final word
The system prepares, sorts and drafts. No quote, message or post that you have not approved goes out. The keys stay with you, so you do not depend on us.
How long it takes
We do not state a fixed duration, it depends on the size of the job. After discovery, the first piece is delivered working, and the decision to continue is yours.
How many hours come back
You know how many hours a week this job takes. Enter your own number in the time calculator and see how many working days a year could come back. The number is yours, we do not write any other number.
A written reply within one business day. A fifteen-minute call, no sales pitch, only your business.
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This job takes the most time in these industries:
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