UC-536
Improve Enquiry to Quote to win more work and protect margin
One board: every open quote, the nearest prior job, and the margin it really made.
TBDBuild Duration
XXXXIndicative ROI
XXXXBuild Cost
XXXXValue
The Challenge
The opportunity is to eliminate a design searched for twice, an order keyed three times, and a discount nobody priced. The proposed workflow is source-linked, but the current operating baseline and financial value remain illustrative until validated with the client.
How It Works
- One retrieval layer across CRM, the Product Selector, the parts list and the OLD archive.
- It reads the RFP and the Data Questionnaire, returns the three closest prior designs with their as-built outcome and realised margin, drafts the quote, guards the discount against the region floor, and writes the order once to all three systems.
- Boundary: this engine stops at the accepted order.
What It Removes
- A design searched for twice
- An order keyed three times
- A discount nobody priced
Input Data RequirementsQuotes, estimates, contracts, cost history, labour and material rates, actuals and win-loss outcomes
Output FormatOne board: every open quote, the nearest prior job, and the margin it really made.
“Have we built this fitting, at this spec, at this pressure, before?”