Automated Quotation Tool
Preparing quotations takes time: the same customer details get typed over again every time. This tool shows how those details are filled in once, after which the quotation is built automatically.
A concept tool showing how a customer request, the event details, the products and the prices come together in one quotation — without anyone having to type it all again.
The problem
In many businesses, the details from a customer request are still typed over by hand into a form, a price list or a quotation. That takes time, and quotations do not always end up looking the same.
The solution
The customer and event details are filled in once. Services, products and prices are picked from a list and the quotation is built automatically.
The demo shows how the same details no longer have to be typed over again each time.
How it works
- Customer request
- Details filled in once
- Products & prices
- Quotation ready
Screenshots
Watch the demo
What this demonstrates
Nobody has to build every quotation from scratch. The same details are filled in only once, so there is less re-typing and every quotation looks the same.