Quotation Automation
Prepare a clear, branded quote from your own price list in minutes. You approve it, the customer gets it, and reminders go out if they don't reply.
- Branded quotes from prices
- Approval before sending
- Tracking & reminders
Is this for you?
Teams that get the most out of Quotation Automation.
- Suppliers and contractors who send many quotes each week
- Service companies that copy old quotes in Word or Excel
- Businesses where quotes need a manager's approval
Before and after
Each quote is copied from an old one, and mistakes slip in.
Know which quotes need a nudge.
Sent, viewed, accepted or quiet: every quote in one list, with polite reminders sent for you.
Your prices and terms
A quote builder that uses your price list, options and terms to prepare quotes in your branding.
Approval for big discounts
An approval step for discounts or large quotes before anything reaches the customer.
Tracked and followed up
Quote tracking and gentle reminders, with accepted quotes passed to your team or CRM.
What you get
Turn an enquiry into a clear, branded quote in minutes, with your prices, your terms and your approval.
- A quote builder with your price list and terms
- Branded PDF or online quotes
- An approval step for discounts and large quotes
- Automatic reminders for unanswered quotes
- A simple list of every quote and its status
How it works
Short call, clear plan, then weekly progress you can see.
- 01 // Step
We collect your pricing rules
Your price list, options, discounts and terms become one clear set of rules.
- 02 // Step
We build your quote template
Quotes come out in your branding, with the right items and totals every time.
- 03 // Step
You approve, then send
Big quotes or discounts wait for approval. Then the customer gets a clean PDF or link.
- 04 // Step
Follow-up runs itself
Reminders go out if there's no reply, and accepted quotes go straight to your team.
Common questions
Can quotes include our own terms and conditions?
Yes. Your terms, payment details and branding are part of the template, and you can update them later.
Can AI suggest the items for a quote?
It can prepare a first draft from the customer's enquiry. A person always checks and approves the quote before it is sent.
Do we have to change our accounting software?
Usually not. We connect to what you already use where possible, or export quotes in a format your accountant can use.
How much does it cost and how long does it take?
It depends on what you need. After a free consultation you get a written plan, timeline and quote.
Related services
Services that plug into this one.
- CRM Setup & AutomationKeep contacts, conversations, and next steps together so your team knows who to follow up with and when.
- Business Process AutomationMove repetitive work out of spreadsheets and connect the steps that currently slow your team down.
- AI Document ProcessingExtract the details you need from invoices, forms, and PDFs, with review steps before data reaches your systems.
Want to know if Quotation Automation is right for your business?
Book a 30-minute call with our team in Lahore. We listen first, then send you a written plan, timeline and quote.