From enquiry to estimate

Automated quoting and proposal system

The system analyses an enquiry, identifies missing information, selects items from the price list and prepares an estimate for a salesperson to review.

Solution scope

What the system can handle

We fit the scope to one measurable process. First, we examine the data, exceptions and the criteria for a correct result.

01

Enquiry analysis

Read an email, form or document and identify the requested scope.

02

Rules and price lists

AI interprets the description while code enforces rates, minimums, dependencies and exceptions.

03

Proposal for approval

Send a ready summary to a salesperson, CRM or PDF document generator.

Example applications

Processes you can start with

  • service quotes from form data
  • estimates based on email enquiries
  • selecting variants from a company price list
  • generating a PDF proposal for approval
Delivery process

Start with a working scope

We do not build a large platform blindly. We start with a process, a sample of real data and clear acceptance criteria.

01

Analysis

Goal, data, systems, volume and exceptions.

02

Design

Scope, validation rules and an exact estimate.

03

Implementation

Build, integrations and tests using real cases.

04

Acceptance

Launch, documentation and solution handover.

Additional work and consultations: €40 net/hour

This applies only to work outside the agreed deliverable and individual interventions ordered after acceptance. The scope and expected time are confirmed before work begins.

FAQ

Common questions

Can the system send the proposal automatically?

Yes, although salesperson approval is recommended at first. Automatic sending can be enabled for enquiries meeting agreed rules.

What happens when information is missing?

The system can flag missing details, prepare follow-up questions or route the case to an employee.

Can we use an existing Excel price list?

Yes, provided that the data has a consistent structure. Database, ERP and custom-panel price lists are also supported.

Initial estimate within 24 hours

Describe the process you want to simplify.

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