TL;DR: Our system takes an inquiry, applies your pricing and rules, and generates an accurate quote or pre-invoice in minutes. A faster response means a higher chance of closing the sale.
Quote Speed Decides the Sale
In many inquiries, the first to send a quote often wins. If quotes are prepared manually - searching for prices, calculating, and compiling documents - the response is delayed by hours or days. Within this window, the customer often receives a quote from the competition.
Manual processing of quotes can lead to significant delays, causing potential customers to look elsewhere for faster service. This highlights the importance of prompt responses in securing sales.
How Automation Accelerates Quotes
The automation process streamlines the quoting process, ensuring timely and accurate responses to customer inquiries.
- Receiving Inquiries. Data from inquiries is captured without manual re-entry.
- Applying Pricing. The system applies prices, discounts, and rules as defined by you.
- Generating Documents. Quotes or pre-invoices are compiled in your format, with accurate amounts.
- Sending and Tracking. Quotes are sent to customers, and the system tracks whether they are opened and accepted.
Measurable Results
- Quotes are ready in minutes instead of hours or days
- A higher closure rate due to fast response times
- Fewer errors in pricing and calculations
FAQ
What about complex quotes?
Standard quotes are automated; complex ones are prepared up to 90% by the system, and you complete and confirm them.
Can I change my pricing?
Yes. Your pricing and rules are yours to change as needed, without redoing the entire system.
How does this integrate with my existing workflow?
The automation system is designed to fit seamlessly into your current sales process, ensuring a smooth transition and minimal disruption to your operations.