Quote and pricing management involves calculating customer specific pricing, checking stock and cost data, and drafting a formal quote for approval. Doing this by hand across multiple systems slows down responses and increases the risk of pricing errors.
An automated version pulls quote requests, calculates pricing and discounts, and routes approvals before generating and sending the finished quote. This shortens the time between a customer request and a delivered quote while keeping pricing consistent.
The full workflow, from trigger to completion.
The automation platform detects a new quote request email and starts the workflow automatically.
The Quote Data Extraction parses customer name, part numbers, quantities, and requested terms from the email.
The Pricing Calculation pulls the customer's tier and current part costs to compute margin and recommended pricing.
When the discount exceeds the auto-approval threshold, the request posts for the sales manager to approve or adjust.
Creates a formatted quote from the approved pricing using the standard quote template.
Sends the finished quote to the customer with the sales rep copied.
Logs the quote against the deal record and schedules a follow-up task for the sales rep.
Records the quote outcome automatically so reporting stays current without manual entry.
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