Offers are made by hand copying
Each repeated data entry creates a new possibility for error, and the execution is difficult to trace back.
Quotation automation
Requirements assessment, pricing, document generation, approval, dispatch and follow-up in one process.
01 / SITUATION ASSESSMENT
Where time and money are usually wasted
Automation doesn't start with the device. First, we examine where work is repeated, where data resides in separate systems, and which errors cause real business loss.
An outdated price or template will be sent
It reduces transparency, so the cause and person responsible for the errors only become visible late.
The approval gets stuck between emails
The process waits invisibly, while it is not clear who has the next decision.
No consistent follow-up
The path of information is interrupted, so the next step often waits or starts from incorrect data.
The seller does not see the status of the offer
It makes the customer experience uncertain, increases incoming inquiries and unnecessarily burdens the team.
The management conversion report is created manually
It ties up valuable working hours, while management can only make decisions based on delayed data.
02 / TYPICAL POSSIBILITIES
Examples of processes that can be automated
The following are common examples that can be easily automated — not a closed list of services. We always design the specific solution for your operation, systems and business goals. It can be fully automatic or, where necessary, monitored with human approval points.
Automatic collection of demand data
The data of the various sources are entered into the next system in a unified structure, without manual copying.
Loading product and service prices
Data collection and comparison is accelerated while individual conditions can still be checked.
Generation of an offer document
Incoming files are recognized, organized and checked automatically; only the exceptions come to people.
Approval according to value limit
Business rules run automatically. The process can operate fully automatically or with human approval points on demand.
Automatic sending and reminder
The right message reaches the customer or the person in charge at the right time, based on the current status.
CRM status and conversion report
The system automatically prepares and forwards the necessary data to the existing reporting channel.
03 / THIS IS HOW IT WORKS
The path of information, step by step
Standard offers can be prepared and sent out completely automatically. For individual discounts, large values or contractual deviations, human approval can be activated as needed.
Interested party qualification
Compilation of offer data
Price and discount check
Management approval
Dispatch and tracking
Automatic or monitored on demand
Standard offers can be prepared and sent out completely automatically. For individual discounts, large values or contractual deviations, human approval can be activated as needed.
Shorter offer times and fewer lost sales opportunities
Up to 2 weeksintroduction of the first automation
Loggedprocess and robot run
Prioritybased on business value
04 / PROFESSIONAL APPROACH
Technology in the background, operation in the foreground
The project does not end with the delivery of an independent bot. We build a documented, monitored and modifiable system.
01◎
Survey and Prioritize
We map labor time, the cost of errors, lost revenue opportunities and the path of data.
RESULTA prioritized automation plan, measurable with a first project.
02✓
Flexible control
The system collects, checks, prepares and alerts data. The process can be fully automatic or supervised with human approval at the necessary professional, financial and legal points.
SECURITYLogged operations, segregated permissions and on-demand approval points.
03↗
Introduction and operation
We integrate the existing systems, test the operation, document and train the employees involved.
CONTINUITYMonitoring, error management, backup and planned further development.
05 / INTEGRATIONS
Your existing systems work together
The following are examples, not a closed list. We also connect older and unique systems with API, webhook, database connection, controlled import-export or robotic management.
HubSpotSalesforceMiniCRMPipe driveDynamics 365DocuSignPandaDocInvoicing / ERPMicrosoft 365Google WorkspaceExcel / Google SheetsSharePoint / Google DriveTeams / SlackREST API / WebhookSFTP/CSVSQL databaseAI APIsUnique internal system
Are you using a different system? No problem: during the technical survey, we examine the possibility of API, file, database or interface-based connection.
06 / FREQUENTLY ASKED QUESTIONS
Before the first consultation
Do existing systems need to be replaced?+
Usually not. We primarily strive to securely connect current devices.
How long is the introduction?+
A well-defined first automation can be introduced in as little as 2 weeks. For a more complex system, we will provide an exact schedule after the audit.
Is the return guaranteed?+
We do not promise a guaranteed result without an audit. We provide measurable goals and a data-based estimate.
Free of charge automation test
Show a problematic process. We look at whether it can be automated, what systems need to be connected, and how to get started.