Quote and contract preparation
From an incoming request to a branded PDF quote, every step runs on its own. You only approve.
Typical targets; the real figure is measured in the pilot.
- Within minutesTarget time to prepare a quote
- Up to 70%Target reduction in manual work
The problem
You do the same job for every quote. You read the request, open the price list, copy it into Word, turn it into a PDF and send an email. On a busy day quotes go out late, and sometimes with a wrong price. While the customer waits, a competitor answers first.
Who it is for
- Wholesalers and distributors
- Workshops and manufacturers working per project
- Service firms such as consultancies and agencies
- Installation, renovation and contracting businesses
What it does
Reads the request itself
The request in the email or form is read and the product and quantity are picked out.
Price rules
The price list, discounts and quantity tiers are calculated with your own rules.
Branded PDF
A quote or contract PDF is prepared with your logo, colours and terms.
Manager approval
Before it goes out, the quote lands with you or an authorised person for approval.
Sending and records
The approved quote goes to the customer and a copy is written to your CRM or sheet.
E-signature (optional)
If you want, the contract is sent for e-signature and the signed copy goes to the archive.
What routine work costs
Set three numbers. If 60% of the routine work is automated, see roughly how much time and money is left each year.
Department
Example routine task: Invoice entry, reconciliation, collections follow-up
Automation rate is fixed at 60%, with 22 workdays a month.
Estimated gain
- Yearly saving
- ₺364,500
- Hours saved per year
- 1,426 hours
- Full-time equivalent
- 0.7
This is an estimate; the real figure is measured in the free analysis.
How we deliver it
- 01
We listen to your process
Together we write down how quotes are prepared today and which price rules you use.
- 02
We set up templates and rules
We define the quote template, price list and approval steps in the system.
- 03
We test with real quotes
We run tests with your past quotes and compare the PDFs with the ones you have.
- 04
We go live and watch
We switch it on. In the first weeks we follow the quotes that go out and fix what needs fixing.
Works with
Questions
Do we need to change the software we use?
No. We build on top of your current email, spreadsheet and CRM tools. Your price list and templates are used as they are.
How long does setup take?
A first working version is usually ready in 1-3 weeks. It depends on how many product groups and approval steps there are.
Are my customer and price data safe?
Data is processed only as far as the job needs. For KVKK we decide up front who can access what, and keep access limited.
What if my price rules or template change?
We update the rules and the template. For maintenance and small changes you can keep working with us.
More from this service
Order and delivery note processing
Orders that arrive by email, WhatsApp, Excel or PDF are read and entered into your system on their own.
- Orders from every channel land in one place
- Stock, price and limit are checked
- If it is unsure, it asks you
Receivables follow-up and reminders
Open invoices are scanned every day, customers get a reminder in the right tone, and those who pay drop off the list.
- Open invoices are scanned every day
- Reminders by email, WhatsApp or SMS
- A risk summary goes to the manager
Automatic management report
Sales, e-commerce and CRM data is gathered overnight and reaches you in the morning as a clean summary.
- Scattered data is gathered in one report
- Arrives in the morning as PDF, email or WhatsApp
- Unusual changes are noted
Automation
Quote and contract preparation