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Quote automation: consistent quotes in minutes

A quote takes half a day, and no two look the same.

When every quote is put together by hand from old files, it's slow and no two look the same. Quote automation builds the quote from your own prices and template, and also keeps track of which ones haven't had a reply yet.

Fix this for meWhat does it cost now?

Illustration: messy papers, letters and messages go into a machine and come out as tidy, ticked-off reports.

Sound familiar?

  • A quote takes half a day because everything has to be looked up again.
  • The prices are in an old spreadsheet, and nobody's sure it's the current one.
  • Every colleague puts quotes together differently.
  • We don't know which quotes are still unanswered.

Now and after

Now

Quote request e-mailPhone requestWeb formOld quotes

Copying from old files, prices by hand

Half a day per quoteOut-of-date pricesForgotten follow-ups

After

Quote request e-mailPhone requestWeb formOld quotes

Quote automation

  • Quote in your own template
  • Prices from the current price list
  • A reminder when there's no reply

What does this cost you now?

An example: 10 quotes a week, 45 minutes each to put together. Over a year, that comes to roughly:

345labour hours a year
43full working days
HUF 1,380,000at HUF 4,000 per hour

And that doesn't include the quote that went out too late.

How we fix it

  1. We tidy up prices and the template

    The price list, line items and text blocks go into one place and are updated from a single source.

  2. The quote puts itself together

    The system prepares the quote from the incoming request. Where the request arrives as free text, artificial intelligence helps work out what's being asked for.

  3. A person approves it

    A colleague reviews and sends the quote. Nothing involving money goes out without approval.

  4. Follow-up, automatically

    The system flags quotes that have been open for days and drafts the follow-up e-mail.

What you get

  • Consistent quotes in minutes.
  • Always with current prices.
  • No quote goes without a follow-up.
  • You can see where every quote stands.

What it connects to

With your existing price list or spreadsheet, customer records, e-mail and invoicing software. When an accepted quote becomes an order, nobody has to retype the data.

Frequently asked questions

Does it work for complex, bespoke quotes too?
Yes, but differently. The recurring parts (line items, prices, terms) go in automatically, and a colleague writes the bespoke parts. Most of the time is still saved.
Who sends the quote?
A person, by default. The system prepares it; a colleague reviews and sends it.
How much does quote automation cost?
It depends on how complex your price list and templates are, so we give you a written quote after the initial assessment. You can use the counter on the home page to work out in advance what the manual work costs you now.

How long does a quote take you?

Describe in a few sentences where work gets stuck. There's no obligation: it simply starts a conversation in which we show you what can be done.

Fix this for me

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