Turn an enquiry into a quote.
Less re-keying. More time with customers.
The everyday problem
The request, artwork and pricebook sit in different places. Sales repeats the same checks before a quote can go out.
Human decision
The sales owner checks pricing and confirms delivery before sending the quotation.
- 01
Input
120 steel bottles with a customer logo. Requested delivery: Friday.
- 02
Give instruction
Prepare a quotation from this brief. Use our approved pricebook. Flag anything missing and ask before sending.
- 03
Agent works
Approved pricebook
- 04
Human decision
The sales owner checks pricing and confirms delivery before sending the quotation.
Expected impact
Less re-keying. More time with customers.
What to measure
Time from enquiry to reviewed quote; number of corrections.
SME
One sales owner reviews the price, quantity and delivery commitment.
Enterprise
Regional pricing and fulfilment owners review exceptions before release.
Input
120 steel bottles with a customer logo. Requested delivery: Friday.
OutputWaiting for draft
Quotation draft
120 bottles x HKD 85 = HKD 10,200. Delivery pending. Nothing has been sent.
No external actions have been taken.
Illustrative workflows. Tool availability, access and configuration require validation.