Consistent quote logic
Rules are applied the same way across segments, channels, and delivery teams.
Quoting Automation
Quoting automation with consistent operational control
Quoting operations break when logic is implicit. We implement systems where rules, approvals, and follow-up states are explicit.
What this delivers
Rapid quote generation
Quotes are drafted and routed for approval within minutes of a request, with manager sign-off gates for higher-value work.
Audit-ready control
Approvals, changes, and exception decisions are traceable and reviewable.
Choose your automation depth
Tier 1
Essential Quote Automation
Online acceptance + Stripe
Pricing on request
Built for teams that need fast quoting without admin overhead.
- Auto-create and send quotes from enquiry details
- Customer accepts or declines online (mobile-friendly)
- Stripe deposits with payment links and status tracking
- Quote status tracking: draft → sent → accepted → paid
- Automated reminders and expiry to reduce ghosting
Best for: Sole traders and small teams who want faster quoting and fewer missed opportunities.
Tier 2
Advanced Quoting Workflow
Smarter pricing, PDF quotes, WhatsApp delivery, CRM/ERP sync
Pricing on request
Built for businesses that need pricing consistency and smoother operations.
Everything in Essential Quote Automation, plus:
- Pricing logic: discounts, tax, margin checks, minimums
- Professional PDF quotes generated automatically
- Delivery via email and WhatsApp with tracking
- Approval and compliance checks before quotes go out
- CRM/ERP sync for clean handoff to operations
Best for: Growing service businesses that want guardrails to protect margin.
Tier 3
Enterprise Quote Control
Audit trail, version history, policy enforcement, analytics & retention
Pricing on request
Built for larger teams that need governance, traceability, and scale.
Everything in Advanced Quoting Workflow, plus:
- Full audit trail — who changed what and when
- Version history for edits and scope changes
- Pricing verification + policy rule enforcement
- Analytics: conversion, time-to-quote, time-to-deposit
- Data retention aligned to internal policies
- Booking handoff + deep integrations for multi-user workflows
Best for: Teams that need quoting controls, visibility, and consistency at scale.
What it automates
- Segment and service-level quote rules
- Automated follow-up sequencing
- Pricing exception approvals
- Quote status transitions
- Revision and change logs
- Pipeline performance visibility
How it works
Step 1
Clarify quote policy
Pricing logic, approvals, and escalation thresholds are translated into operational rules.
Step 2
Build quote orchestration
Generation, reviews, and follow-up states are automated with clear decision points.
Step 3
Instrument response performance
Teams gain visibility on latency, bottlenecks, and exception frequency.
Step 4
Refine for consistency
We iterate logic and controls to improve quote quality without adding manual drag.
Integrates with
HubSpotSalesforcePipedriveXeroQuickBooksStripe
Frequently asked questions
Yes — it is designed for service businesses that quote frequently and need faster turnaround, deposit collection, and a clean operational handoff.
Yes — quotes can be accepted online, with deposits collected securely via Stripe.
Yes — delivery is supported through standard messaging channels with professional PDFs where required.
Tier 2 and above supports margin checks and pricing rules. Tier 3 adds verification and policy enforcement with a full audit trail.
Plan your next automation phase with confidence
Bring your workflow constraints and priorities to a discovery call, and we will map the most practical implementation path.
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