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 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 All data is based on anonymized FullSpec mapping sessions and proprietary industry research. Learn more Automation readiness How well-suited this process is for automation
Process Pain Score™ Manual stock checks and re-keyed data slow every quote cycle. 9.0 / 10
AI Fit Rating™ Pricing lookups and quote drafting follow clear, repeatable rules. 8.9 / 10
Automation Lift Index™ Automation cuts quote turnaround from hours to minutes. 8.4 / 10
Hidden Overhead™ Switching between spreadsheets and documents adds hidden delay. 6.7 / 10
How The Automation Works The full workflow, from trigger to completion.
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1. New Quote Request Captured trigger
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 Disclaimer All data is based on anonymized FullSpec mapping sessions and proprietary industry research. Learn more 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 Every scenario checked and signed off before the automation goes live.
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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 
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