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Quoting takes my team hours per job
Quoting is usually the same handful of decisions applied to different numbers, wrapped in an hour of copying between a spreadsheet, an email thread and a PDF template. It's the workflow where automation pays back fastest, because the rules already exist — they're just in someone's head.
Does this sound familiar?
- The same figures get re-typed into three places to produce one quote
- Pricing rules live in a spreadsheet only one person fully understands
- Quotes go out late, or don't go out, when that person is away
- Nobody can say what proportion of quotes convert, because nothing tracks it
What it costs to leave it
- Senior time goes into re-typing rather than winning work
- Slow quotes lose to whoever replied first
- Re-keying introduces errors you only find after the customer accepts
What good looks like
- The intake details arrive once and flow through without re-entry
- Pricing rules are written down and applied the same way every time
- A draft quote is ready for a human to check and send, not to assemble
- You can see what went out, when, and what came back