23 requests in
- Ready
- 18 drafted inside your rules, ready to send
- Manager
- 3 need sign-off: discount over your limit
- Specs
- 2 missing a spec, questions drafted to the customer
- Oldest
- open quote: 6 hours
Example · for sales teams
Have you ever lost an order because the quote went out too late?
The customer asked on Monday. The quote sat in drafts until Thursday. By then, someone else had answered.
Who it's for
- Your salespeople build quotes themselves, between calls.
- Discounts and odd requests wait on a manager's sign-off.
- Two people can quote the same job two different ways.
When we'd tell you to skip it
If you send a few quotes a week, your team has this handled. If every job is a one-off design, a person should build each quote. We'll tell you which side of that line you're on.
The quote stalls between the request and the sign-off.
- Request in
- Specs gathered
- Costed
- Discount approved
- Quote sent
- Revised
- Order
Quoting waits, because the same person is also selling. Unusual requests wait longer.
Discount approvals add days in the middle. The customer hears nothing and calls someone else.
In a distributor, it's a customer's list of forty line items. In a machine shop, it's a drawing and a request for a quote. In construction, it's the change order the general contractor needs today.
We'd build a same-day quote desk.
It drafts every quote from your rules the moment a request lands.
Quotes go out the same day, built the same way
- Requests are read and turned into draft quotes within hours.
- Your rates, margins and discount rules apply to every quote.
- Quotes inside your rules go straight to the salesperson to send.
- Quotes outside them reach a manager with the reasoning attached.
What it's worth to you
Count last month's quotes. Note how many took more than two days, and how many of those you won.
Then count the hours your salespeople spend building quotes each week. Those are hours they aren't selling.
How it runs, in full
Show every step
What it works with
Your sales inbox and web form, your quoting tool or ERP, and your rate sheets. It runs whenever a request arrives. Each source is confirmed in the first conversation.
The steps
- Reads the request: items, quantities, specs, dates.
- Matches each line to your catalog, part numbers or past jobs.
- Applies your rates, margins and the customer's terms.
- Lists missing specs and drafts the question to the customer.
- Builds a draft quote in your format.
- Routes quotes outside your rules to a manager, reasons attached.
Where a person signs off
Your salesperson reviews and sends every quote. Your manager approves every exception.
What it never does
It never sends a quote by itself. It never changes your rates or approves its own discount.
What we'd need from you
Your rate sheets and discount rules. Fifty past quotes, won and lost. One person who owns quoting.
It usually comes with
- Proposals drafted from the work you've already won.
- Order status your customers can see without calling.
- Supplier chasing, so the dates you quote are the dates you keep.
You become the supplier who always answers first.
Quotes go out the day they're asked for, and orders stop slipping away.
Yours won't look exactly like this. A first conversation is where we work out what it should look like.
Talk it through first.
Ask for a first conversation through our short form.
A first conversation is free, takes about an hour and needs no access.
A person replies, usually within one working day.