On-site quoting requires sales reps to inspect facilities, manually record data, and spend hours back at the office organizing notes and calculating pricing. This fragmented workflow delays quote delivery and introduces errors that damage credibility and lose deals.
Automation captures inspection data directly on-site, validates completeness, calculates costs using consistent pricing rules, and generates branded quotes in minutes. Reps spend more time selling and less time on paperwork.
The full workflow, from trigger to completion.
Sales rep submits on-site inspection data via a mobile-friendly form, including photos, measurements, facility type, and special notes.
Automation extracts measurements, photos, and facility details from the form, validates completeness, and flags any missing required fields.
Automation looks up labor rates, material costs, and overhead from a pricing table, calculates total cost based on square footage and facility type, and applies any applicable discounts.
Automation creates a formatted PDF quote with client name, site details, itemized services, pricing, terms, and a unique quote number.
Automation creates or updates a quote record with all site details, pricing, and quote status for tracking and follow-up.
Automation sends the quote PDF to the client email address with a personalized message and a link to accept or request changes.
Automation logs the quote send date, client name, and quote value in a central spreadsheet for reporting and follow-up scheduling.
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A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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