Internal system
Quotation Generator
Inside the generator
Structured enquiry
Requirement captured once, in a fixed format
Product & pricing lookup
Items, rates and terms pulled from the price list
Draft quotation
Generated with the correct branding and validity
Internal review
Margin and discount checked before it leaves
Why we built it
Quoting was the slowest part of our own sales process
Every enquiry meant opening the last similar quotation, replacing the customer details, checking whether the pricing was still current, fixing the formatting and re-reading it for the details that had been left behind from the previous client.
The document was rarely wrong, but it was always slow. And when two or three enquiries arrived on the same day, the third one waited.
What it does
Enquiry in, quotation out
The enquiry is captured in a fixed structure — customer, scope, quantities, terms. The system prices it from a maintained list, applies the right validity and payment terms, and produces the document ready for review.
A person still decides on the commercial call. The system removes the retyping around that decision.
The flow
How a quotation moves through the system
Structured enquiry
Requirement captured once, in a fixed format
Product & pricing lookup
Items, rates and terms pulled from the price list
Draft quotation
Generated with the correct branding and validity
Internal review
Margin and discount checked before it leaves
Sent to customer
Email or WhatsApp, logged against the enquiry
Follow-up scheduled
Reminders until the quotation is answered
What changed
The difference in day-to-day work
One place for pricing
Rates live in one maintained list instead of inside old documents, so an outdated price is not copied forward.
Consistent documents
Every quotation carries the same structure, terms and branding regardless of who prepares it.
Nothing sits unanswered
A quotation that is sent creates a follow-up task, so it is never simply forgotten after dispatch.
Handover is possible
A colleague can pick up an enquiry without asking who spoke to the customer and what was offered.
History stays with the customer
Previous quotations and revisions are attached to the record, not scattered across inboxes.
Review is quicker
Because the draft is already correct in structure, the review is about the commercial call, not the formatting.
The client version of this system
Other internal systems
We build for clients what we already run ourselves.
If quoting is the slowest step in your sales process, that is usually the first thing worth connecting.