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Quotation and order automation

Quotation and order automation

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Creating quotes and order confirmations can now be reduced to just minutes instead of several hours per week.

Customer inquiries are automatically converted into pre-prepared quotes and order summaries. Employees simply review and confirm these, instead of manually transferring data or compiling documents. Since customers typically purchase from the fastest provider, this automated process often allows for a response shortly after the inquiry is received.Less effort, fewer errors and significantly shorter response times.

Less worry and faster responses throughout the entire processfrom inquiry to order

Offer preparation

Customer data, positions and services are automatically extracted from inquiries and prepared as a draft offer, which an employee then only needs to review and supplement.

Offer creation & shipping

The system generates a complete draft offer. Before being sent, each offer is reviewed and approved by an employee (human-in-the-loop).

Offer tracking

Open offers are identified and reminders are prepared. The employee decides independently whether and when these are sent.

Order confirmation & internal handover

If the offer is accepted, an order confirmation is automatically prepared and a summary is created for the team.

Tracking open bids

Open offers are identified and reminder suggestions are prepared. The employee decides whether and when these are sent.

Benefits that can be felt throughout the entire company

Response time to inquiries

Companies lose many potential orders not because of price or performance, but because of slow response times. When offers reach the customer faster, the likelihood of even initiating a conversation increases.

Automation ensures that inquiries can be answered very quickly. Especially in the trades, wholesale, and service sectors, the supplier who responds first often decides the outcome.

Why this helps:

  • more qualified discussions
  • higher probability of completion
  • professional impression on the customer
  • less work pressure when the volume of inquiries is high

Relief in the office

Many back-office and sales staff spend a large part of their time compiling, transferring, and checking information. This leaves less time for customers, planning, and support.

Pre-prepared proposals significantly reduce the amount of paperwork. Employees can focus more on consulting and project preparation – particularly relevant for companies with many daily inquiries.

Why this helps:

  • fewer overtime hours in the office
  • less dependence on individual employees
  • more time for human customer service
  • calmer work processes

More reliable processes

Errors often occur when information is transmitted multiple times or passed on too late. Especially in construction, manufacturing, or project-based companies, this leads to inquiries, delays, or incorrect execution.

Structured offer and order data ensures that all parties involved have the same level of information.

Why this helps:

  • Fewer queries between departments
  • fewer errors
  • clearer project launches
  • more stable processes

Plannable operation

If offers, commitments, and open inquiries are not properly tracked, capacity utilization becomes difficult to assess. Companies then often react on short notice instead of planning ahead.

The structured recording and tracking creates a clear overview of current opportunities and upcoming orders – particularly valuable for growing businesses or several parallel projects.

Why this helps:

  • improved capacity planning
  • more predictable capacity utilization
  • Easier decision-making
  • more stable growth