Quotation Automation for a Wholesale Distributor
Sales team spent 2 hours per quotation — manually looking up 200+ product prices, calculating shipping, applying customer-specific discounts. 15+ quotations per day.
10 minutes of actual work. 72 hours of waiting in queues.
01 · Auto-Route
Routes instantly by margin & authority rules
02 · 1-Click Sign-Off
Managers approve on mobile in 10 seconds
03 · Instant Trigger
Auto-generates official PO or quote upon approval
“Chase approvals manually over WhatsApp.”
How we turn slow handoffs into effortless flow.
Observe
Discover
Assess
Automate
90% of turnaround time is lost waiting in queues.
60%
Faster Cycle Time
1-Click
Mobile Sign-Off
100%
Status Visibility
WHERE AUTOMATION BELONGS
Generate professional quotations in minutes — pull product data, calculate pricing, apply discounts, get approval, and send to customer automatically.
Route documents to the right approver automatically. Set rules, escalation paths, and mobile notifications so nothing sits idle.
Track orders from quotation to delivery in one system. Customers get automatic status updates. Your team sees everything.
Auto-generate invoices from confirmed orders, send payment reminders, and reconcile with your accounting system.
PROVEN OUTCOMES
Sales team spent 2 hours per quotation — manually looking up 200+ product prices, calculating shipping, applying customer-specific discounts. 15+ quotations per day.
Maintenance requests, vendor payments and lease renewals all required multi-level approval via email. Average approval time was 5 business days.
Almost any repetitive multi-step process — quotations, approvals, order processing, invoicing, onboarding, reporting, and more.
No. We automate your existing processes first, then optimise. Your team keeps working the way they know — just faster and with fewer errors.
A single workflow automation takes 2-4 weeks. Most SMEs automate 2-3 workflows in the first phase over 6-8 weeks.
Yes. We build user-friendly interfaces and provide full training. No coding required to use or adjust the automated workflows.
We design exception handling into every workflow. Complex cases are flagged for human review while routine cases flow through automatically.
Absolutely. All workflows are configurable. Your team can adjust rules, add steps, and modify notifications as your business evolves.
Routes quotations, purchase orders, capex requests, and leave/expense sign-offs automatically based on amount, margin threshold, or department.
Managers receive structured summaries on mobile and approve or reject in one tap—no VPN or desktop login required.
Sends polite nudges when requests sit idle and supports automatic out-of-office delegation so queues never stall.
The moment approval is granted, the system automatically generates the official PDF quotation/PO and updates your ERP.