UC-707
Automate Quote and Order Handling to win more work and protect margin
Quotes priced and returned the same day from current cost, stock and lead time.
TBDBuild Duration
XXXXIndicative ROI
XXXXBuild Cost
XXXXValue
The Challenge
The opportunity is to eliminate days of manual quote preparation, quotes priced from stale cost data, and orders lost to a competitor who answered first. The proposed workflow is source-linked, but the current operating baseline and financial value remain illustrative until validated with the client.
How It Works
- Reads the enquiry and matches it to catalogue items, current cost and available stock.
- Prices the quote against the customer agreement and a margin floor.
- Converts the accepted quote straight to an order and records the win or loss reason.
What It Removes
- Days of manual quote preparation
- Quotes priced from stale cost data
- Orders lost to a competitor who answered first
Input Data RequirementsEnquiries and requests for quotation, catalogue and cost files, customer agreements, stock and lead time data
Output FormatSame day priced quote, margin floor exceptions, quote to order conversion and reason reporting
“Can we answer this enquiry today at a price we are happy with?”