From enquiry to draft quote
Enquiries arrive by email, web form and phone, and someone re-types the same details into a quote template several times a day.
- Enquiries are read and the key details extracted — product, quantity, location, deadline
- Matched against your price list and any standing customer terms
- A draft quote lands in the salesperson's queue for review, edit and send
- Anything ambiguous or unusually large is flagged instead of guessed at
