Estimating and quoting turns a raw job inquiry into a priced proposal, requiring material takeoffs, supplier pricing checks, and margin review. Handled manually, this chain of spreadsheet work and email back and forth slows response time and invites pricing errors.
The automated version captures inquiries, assembles takeoffs and draft quotes from scope documents and current pricing, and routes them for approval before sending. The result is faster turnaround, more consistent margins, and less manual rework.
The full workflow, from trigger to completion.
Watches the shared inbox and web form feed for new job inquiries.
Lead Intake creates the record and notifies the estimator.
Estimate Assembly reads scope documents, calculates the takeoff, pulls supplier pricing, and drafts the quote.
When margin falls below threshold, the sales manager checks and adjusts pricing before it proceeds.
Quote Delivery formats the approved figures into a client-ready PDF quote.
The finished quote is emailed to the customer automatically.
Is updated with the sent quote and a follow-up task is scheduled automatically.
No credit card, no commitment. Map your process and walk away with a full build plan.
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.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
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