The workflow
The system extracts requirements from an enquiry, identifies missing information, retrieves current products and approved prices, then prepares a branded draft. A person reviews exceptions, discounts and final commercial commitments before sending.
Read
Structure the customer requirement.
Check
Request missing or ambiguous detail.
Price
Use governed catalogue and margin rules.
Approve
Keep final commitment with an authorised person.
Illustrative value
Removing 25 minutes from 40 quotes each month returns roughly 16.7 hours. Faster turnaround may also improve conversion, but that should be measured rather than assumed.
Controls
- Retrieve price from an authoritative system; never generate it.
- Require approval for discounts and unusual contractual terms.
- Version templates and record the inputs behind each draft.
- Monitor revision rate, turnaround and conversion.