Quotation automation
Stop rebuilding the same information to make a quotation.
Carry customer, requirement and product details forward from the enquiry, then handle pricing, approvals and follow-up in one connected process.
Enquiry
ABC Pumps
Apex Components
- 20 ×AX-40
- 10 ×VX-20
- Customer
- Items
- Quantity
- Salesperson
- AX-40
- ₹12,500
- VX-20
- ₹8,400
Discount12%
Approval required above 10%
Waiting for approvalReady to send
Why type the same customer and product information again?
The enquiry already holds
- Customer
- Requirement
- Products
- Quantities
- Notes
Manual recreationevery field typed again on the quotation
Create quotationthe known information is reused
Re-enter only what genuinely changes.
Carry the enquiry forward.
- Customer
- Requirement
- Items
- Quantities
- Salesperson
becomes
Quotation draft
- Ready to price
- Ready to check
- Ready to send
The exact fields carried forward depend on the process and business software being used.
Use the right price without searching in three places.
Where pricing rules exist, they can be brought into the quotation process so salespeople do not need to search separate files or messages.
- Standard price
- Customer price
- Dealer price
- Current scheme
- Manual exception
Not every business has all of these, and nothing here assumes yours does. The point is that whichever of them you do use should reach the salesperson in one place.
Let exceptions ask for approval.
- Normal discount5%Continue
- Higher discount12%Manager approval
- Special payment terms60 daysApproval if required
Routine quotations should keep moving. Exceptions should become visible to the right person.
Discount and payment-term thresholds are rules a business decides and configures. They are not automatic, and the right limits are rarely the same in two companies.
The quotation should remain connected to the opportunity.
- Enquiry
- Quotation
- Follow-up
- Revised quotation
- Order
- QT-1042Version 1Sent 20 Oct
- QT-1042Version 2Revised price, 23 Oct
A revised quotation should be recognisable as a revision of the same opportunity rather than a new document nobody can connect to the first one.
Sending the quotation should create the next action.
A quotation with nobody scheduled to follow it up is the most common place an opportunity goes quiet.
See Follow-up Automation- Quotation sent
- Today · 4:15 PM
- Next action
- Follow up in 2 days
- Owner
- Neha
What should the salesperson see before sending?
One screen, before it goes out. Most quotation mistakes are a wrong quantity or a stale price, and both are visible here.
Example quotation
Apex Components
QT-1042 · prepared by Neha
- Items
- 2
- Quotation value
- ₹3,34,000
- Discount
- 5%
- Terms
- 30 days
- Approval
- Not required
- Next action
- Follow up after send
What should the manager review?
- Discount approval needed
- Non-standard payment terms
- Price unavailable
- Quotation waiting too long
- Quotation with no follow-up
Five kinds of exception, and no report. A manager who reads every quotation is checking work that did not need checking.
Before and after the quotation.
- Lead ManagementThe enquiry that holds everything a quotation should not be retyped from.
- Follow-up AutomationWhat happens in the two days after the quotation goes out.
- Sales PipelineWhere a quotation that has gone quiet becomes visible as a stalled opportunity.
- Customer 360What this customer was quoted before, and what they actually ordered.
How much quotation work is still being repeated manually?
Show us how enquiries become quotations today. We’ll help identify where information is being re-entered, checked or approved unnecessarily.