Automated quotations, built around your pricing rules.

Structured enquiry capture

Collect the information required for a useful quote and request missing details.

For distributor purchase orders, a possible workflow captures approved items, quantities, supplier and delivery dates, checks missing fields and routes the order to its authorised approver before release. Record later changes and connect receipt evidence to the same order. We would need to assess the purchasing system and controls; this is a proposed handoff, not a completed purchase-order processing service.

Draft pricing

Apply approved rates and straightforward rules to prepare a calculation for review.

An automated quotation system needs reproducible inputs, current rates and a recorded version of its pricing rules. Keep discounts, unusual requests and incomplete information with an approver. Our bespoke quoting example records corrections and approval so a calculation can be checked rather than accepted on appearance alone.

Before importing a supplier price list or updating product prices from a spreadsheet, match product IDs, units, currency and effective dates. Flag missing or conflicting prices and review a change summary before any bulk update. The exact catalogue system and rollback options need checking; an unchecked spreadsheet should not overwrite live prices.

Document preparation

Create a consistent quotation using your wording, branding and terms.

Approval routing

Send discounts, unusual requests or higher-value quotes to the right person.

Status and follow-up

Show whether a quote is being prepared, awaiting approval, sent or due for follow-up.

If customers are not accepting quotes, examine price, value, timing and missing information—not only follow-up frequency. Confirm that the customer received the current version and that old prices cannot be reused unnoticed. The quote follow-up guide explains when another message is appropriate and when it should stop.