From incoming requirements to a quotation your sales team can review.

Sales staff should not have to start every quotation by searching through disconnected systems and copying the same information into another document. A tailored workflow can gather the relevant inputs, prepare the draft and put the exceptions in front of the person who needs to decide.

Illustrative example, not a client case study

  1. Capture the requirement

    An authorised enquiry, brief or specification is read and turned into structured requirements, with anything unclear marked.

  2. Find relevant products and context

    Suitable products, alternatives and related project information are found in the sources this workflow is permitted to use.

  3. Retrieve and validate the commercial inputs

    Prices, availability and terms come from the system that owns them, with the time they were checked.

  4. Prepare the quotation and exceptions

    The draft is built with your agreed calculation rules. Shortfalls, missing details and conflicts are listed, not hidden.

  5. Hand it to the authorised reviewer

    The reviewer receives the exact draft, the evidence behind it and the unresolved items, and decides what happens next.

Illustrative, synthetic data Q-DRAFT-0412

Requirements, from the customer’s email

Item
Sit-stand desk, oak × 12
Storage
Matching pedestal × 12
Needed by
End of next month
Deliver to
Not stated

Products found

  • DSK-OAK-140Exact match, product sheet rev C
  • PED-OAK-3Listed as compatible storage
  • DSK-WAL-160Walnut alternative, noted only

Commercial inputs, from their owning systems

  • Trade price list v7current
  • Stock: 9 of 12 availablechecked 10:42
  • Pedestals: 29 availablechecked 10:42

Draft lines, using your pricing rules

Sit-stand desk, oak 140012R 149 760
Three-drawer pedestal, oak12R 44 280
Delivery1needs address

3 desks short: suggest a second delivery

Waiting for review: sales lead

Approved. Issuing it to the customer is a separate step, switched off in this example.

Sent back with the note “Confirm the delivery address.”

After the review

This illustration ends at a review-ready draft. Issuing the approved version, or updating another system, can be added as a separately enabled step. When it is, the reviewer approves the exact content and destination, and the action runs only under your workflow’s execution rules. Purchase orders, payments and the wider order-to-installation process are separate scopes.

A prepared quotation, the information behind it and a clear decision for your sales team—not an unreviewed price invented by a chatbot.

Related services: Custom AI development, Workflow automation and AI agents, Document intelligence, Systems integration.

Discuss your quotation workflow.

Tell us where quotations start, which systems hold products and prices, and who approves them.

Discuss your quotation workflow