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Anil MauryaSoftware · AI · Automation
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Solution

Automated Quotation Generation

Send accurate, professional quotations in minutes instead of hours.

Get a quote
Typical timeline
4-8 weeks depending on pricing complexity
Includes
10 components
Engagement
Fixed-scope project
You receive
Code, data & documentation
The situation

Quotations are prepared by opening the last similar one and editing it. Pricing logic lives in a senior person's head, so nobody else can quote without asking. Preparation takes hours, errors slip through, and follow-up is inconsistent — all while the customer is comparing you against vendors who replied the same day.

What this solution does

This solution encodes your pricing rules into a system so anyone authorised can produce an accurate, properly formatted quotation in minutes. Approval sits where you want it, the document goes out in your format, and follow-up runs until the customer decides.

How it works

  1. Pricing rules captured

    Your rate structure — item rates, slabs, customer categories, discount authority, taxes, freight and terms — is documented and encoded as rules.

  2. Requirement entered

    A salesperson selects the customer and items, or enters specifications for configured products. The system applies the correct rates automatically.

  3. Approval where needed

    Quotations within normal discount limits go straight out; anything beyond routes to the right approver with the margin impact shown.

  4. Document generated and sent

    A professional PDF in your format, with annexures and terms, delivered over email and WhatsApp with read tracking.

  5. Follow-up and conversion

    Reminders run on schedule until the customer responds; on acceptance the quotation converts to an order without re-entry.

Enquire about automated quotation generation

Tell us how things work today and we will tell you what this would involve.

We reply within one working day. No spam, and we never share your details.

The difference it makes

What changes once this is in place

Quote while the enquiry is warm

Minutes instead of hours means you are often the first credible quotation the buyer receives, which matters more than price in many deals.

Pricing discipline

Rules and approval limits prevent the margin erosion that happens when discounting is informal.

Anyone can quote accurately

Pricing knowledge moves from one person's head into the system, which removes a bottleneck and a business risk.

Win rates become visible

Quotation outcome tracking shows which pricing and which customers actually convert.

What's included

  • Pricing rule engine: rate lists, slabs, customer categories, discount authority
  • Quotation builder with item selection and specification-based configuration
  • Automatic tax, freight and terms application
  • Approval workflow with margin visibility for the approver
  • Branded multi-page PDF with annexures and standard terms
  • Version history so revisions are tracked rather than overwritten
  • Delivery over email and WhatsApp with read tracking
  • Follow-up reminder sequences with reply detection
  • Conversion to sales order on acceptance
  • Reporting: quotation value, win rate, average discount, turnaround time

This is a good fit if

  • You issue quotations regularly and each one takes significant preparation
  • Pricing involves rate lists, slabs, customer categories or configuration
  • Only one or two people currently know how to price correctly
  • Quotation follow-up is inconsistent and outcomes are not tracked

Limitations you should know about

Every solution has constraints. We would rather you read them here than discover them after signing.

  • Your pricing rules must be articulable; where pricing is genuinely intuitive and case-by-case, the system can only assist rather than automate
  • Highly engineered products may still need technical review before a quotation is released, and we build that step in rather than around
  • Rate structures need an owner to keep them current, otherwise the system quotes yesterday's prices accurately

Technology we typically use

  • Next.js
  • PostgreSQL
  • FastAPI
  • PDF generation
  • WhatsApp Business API
  • Resend

Questions

Automated Quotation Generation — common questions

Our pricing is complicated. Can it be handled?
Usually yes. Slab rates, customer categories, quantity breaks, material-based calculation, freight rules and approval limits are all expressible as rules. The real test is whether the logic can be written down — where part of it genuinely cannot, we automate the rest and leave that element to a reviewer.
Will the quotation look like ours?
Yes. We rebuild your existing format including letterhead, item table layout, annexures and terms, so customers receive what they already recognise.
Can it quote for engineered or configured products?
Yes, through specification-driven configuration: dimensions, material and options drive calculation. Complex engineering may still warrant technical sign-off, which sits in the approval step.
What happens when the customer accepts?
The quotation converts to a sales order with the same lines and pricing, with no re-entry and therefore no transcription errors between quote and order.

Services behind this solution

Document Generation AutomationQuotations, invoices, contracts and certificates generated from data.CRM DevelopmentKnow every enquiry, who owns it, and what happens next.Billing & Invoicing SoftwareGST-compliant invoices in seconds, and payment follow-up that happens on its own.Custom Web Application DevelopmentSoftware built for how your business actually works, not how a template assumes it does.

Industries we serve

Interested in automated quotation generation?

Tell us how your process works today. We will confirm whether this is the right fit and what it would take.

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