Estimate & Quote Workflow

Q: Does someone still need to review quotes before they go out?

Quotes below the discount threshold can go out automatically, while larger discounts are still routed to a manager for approval.

Q: Can this work with the tools our shop already uses?

Yes, it connects to common spreadsheet, document, email, and accounting tools already used for quoting and invoicing.

Q: What happens to quotes that are already in progress when we start?

Existing quotes and pricing data can be brought into the automated workflow so nothing in progress gets lost.

Q: How does the system handle unusual requests or exceptions?

Requests that fall outside standard pricing or stock rules are flagged for a person to review rather than processed automatically.

Get accurate tyre and fitment quotes out the door before the customer calls your competitor.

176 hrs

Manual time identified

Companies have mapped

Map This Automation

About This Automation

An estimate and quote workflow covers checking tyre stock, calculating pricing, and preparing a written quote for a customer. Handling each step by hand across separate spreadsheets and documents slows response times and increases the risk of pricing errors.

An automated version pulls live inventory and pricing data, generates the quote automatically, and routes approvals when needed. This shortens turnaround time, keeps follow-ups consistent, and reduces manual data entry across systems.

Key features:

Pulls live tyre inventory and wholesale pricing automatically

Calculates customer pricing based on current margin rules

Generates a complete quote document without manual typing

Routes quotes above the discount threshold for manager approval

Sends automatic reminders on quotes awaiting customer response

Logs approved quotes and creates the invoice automatically

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Manual stock and price checks Searching supplier catalogs and spreadsheets for every quote slows response time.	80%
2	Walking quotes for approval Physically routing quotes to a manager delays sign-off for larger discounts.	67%
3	Re-keying approved quotes Advisors retype quote details into the booking system after approval.	53%
4	Missed follow-ups Pending quotes are only followed up when someone remembers to check the spreadsheet.	40%
5	Separate invoice creation Invoices are built from scratch after the job is booked instead of from the quote.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

9.0/ 10

AI Fit Rating™

8.9/ 10

Automation Lift Index™

8.4/ 10

Hidden Overhead™

6.7/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. New Quote Request Capturedtrigger

Customer submits vehicle and tyre size details through the website form or a phone intake logged.

2. Stock & Pricing Runs

Checks live inventory across suppliers and the shop's own stock, then calculates price using current wholesale cost and margin rules.

3. Quote Document Drafted

Template auto-populates with tyre options, pricing, and labor costs pulled from the automation's output.

4. Manager Approval Routed

Quotes above the auto-approval discount threshold post for the manager to approve or adjust.

5. Quote Sent To Customer

Sends the finished quote as a document with a one-click approve link.

6. Follow-Up Monitors Response

Tracks whether the customer has opened or approved the quote and sends a reminder after 3 days of no response.

7. Approved Quote Logged

Deal stage updates and a job booking record is created automatically once the customer approves.

8. Invoice Created

Invoice generates automatically once the job is confirmed booked.

Most popular tool stack used

— the complete tool combinations companies use

58% of companies

25% of companies

14% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

412 hrsIdentified

4Mapped

View

Frequently asked questions

Everything you need to know before mapping this process.

What parts of the quoting process does the automation handle?

It handles checking tyre stock and pricing, drafting the quote, routing approvals, sending the quote, and following up if the customer has not responded.

Does someone still need to review quotes before they go out?

Can this work with the tools our shop already uses?

What happens to quotes that are already in progress when we start?

How does the system handle unusual requests or exceptions?

View more FAQs

Process pain:9.0/10

Mapped by:4 Companies

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Page updated 10 August 2026