Case study · Internal processes
Automated quotes
The problem
Preparing every quote by hand takes hours, repeats data and leaves room for error.
The solution
An automated process that captures the request, generates the quote in the company's format and leaves it ready to send.
Hours per quote, copying data with a risk of errors.
Quotes in minutes, always in the same format.
Context
A service company prepared every quote by hand, copying customer data, rates and terms between several documents.
The challenge
Each quote took hours, the same data was typed again and again, and any mistake in a price or a condition reached the customer.
What we did
- Automatic capture of the customer's request, from the web form or by email.
- Calculation using the company's rates and rules.
- Document generation with its corporate identity, ready to review and send.
- Tracking of sent, accepted and pending quotes.
Technology
- Workflow automation
- Email integration
- Document generation
The result
Quotes go out in minutes instead of hours, always in the same format and without copy errors.
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