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.
The full workflow, from trigger to completion.
Customer submits vehicle and tyre size details through the website form or a phone intake logged.
Checks live inventory across suppliers and the shop's own stock, then calculates price using current wholesale cost and margin rules.
Template auto-populates with tyre options, pricing, and labor costs pulled from the automation's output.
Quotes above the auto-approval discount threshold post for the manager to approve or adjust.
Sends the finished quote as a document with a one-click approve link.
Tracks whether the customer has opened or approved the quote and sends a reminder after 3 days of no response.
Deal stage updates and a job booking record is created automatically once the customer approves.
Invoice generates automatically once the job is confirmed booked.
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Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
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Other high-impact processes teams commonly map alongside this one.
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