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Business Automation

Cutting Quote Turnaround From Days to Minutes

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Speed of first response sets the frame

In most quoted trades the enquiry goes to three or four suppliers the same afternoon. Whoever replies first sets the structure the buyer compares everyone else against.

Meanwhile the typical small-business quote takes two to four days, almost all of it waiting for the one person who prices to have a clear hour.

Writing down your pricing rules

Every business has a pricing logic, including the ones that insist every job is bespoke. It lives in a rate card, a spreadsheet and one experienced person's head.

  • Base rates by product, service or size band
  • Volume breaks and standing customer discounts
  • Travel, delivery and access costs by zone
  • Materials with a moving price, pulled from a live source rather than typed
  • A margin floor that flags rather than blocks
The exercise of writing this down usually surfaces two or three inconsistencies where similar jobs have been quoted very differently. That finding is worth something on its own.

What we automate and what we do not

  1. Gathering the inputs — automated, including extraction from free-text enquiries
  2. Applying the rules — automated
  3. Assembling the document — automated, in your template with current terms
  4. Discount approval — never automated. Flagged, routed, human decides
  5. Unusual jobs — a draft for review rather than an instant quote

Follow-up is where the revenue is

The uncomfortable number in most quoting businesses is not the loss rate, it is the no-response rate. Quotes go out and nothing happens because nobody chased.

Three touches — day 3, day 10, day 21 — each with a genuine reason to reply, recovers a meaningful share. Keep the tone human and the off-switch easy.

Electronic acceptance closes the loop

Acceptance triggers the next step automatically: job created, deposit invoice raised, customer told what happens next. That removes the print-sign-scan cycle that adds days at the end.

Frequently asked questions

What if our pricing genuinely is bespoke every time?

Then we automate the assembly and the follow-up rather than the pricing. Even with a hand-set number, generating the document and chasing it saves most of the elapsed time.

Will customers know it was generated?

Only if you make it obvious. Your template, a real name attached, no generic filler. The tell is boilerplate, not automation.

Can it integrate with our CRM?

Yes, and it should. A quote that does not create a record and a follow-up task somewhere is a quote that gets forgotten.

How long does it take to build?

Four to eight weeks. The pricing rules take longer to agree internally than to implement — expect the first fortnight to be conversations about what your rules actually are.

Keep reading

How long does your quote take, honestly?

If the answer is measured in days, there is usually an hour-shaped version of it. Send us your process and we will show you where the time goes.

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