Skip to content

Example solution

Quote Management & Approvals

When every new quote starts as a copy of an old spreadsheet, prices, discounts and document versions are easy to get wrong. Here is how sales teams could prepare and approve quotes in one place.

Discuss your workflow
Status
Proposed solution
Category
Workflow Automation · Sales Operations
Who it's for
Manufacturers, installers, B2B sales teams and technical service providers
Concept illustration

The challenge

Every quote starts with another spreadsheet

Salespeople copy items from old quotes, look up current prices and adjust formulas by hand. Exceptions are approved by email, and it is not always clear which version is current.

Our approach

Templates, pricing rules and approvals in one workflow

A salesperson would choose a template and items from a shared catalog. Agreed pricing rules would be applied consistently, while exceptional discounts would go to a manager for approval. Each quote would have a clear version history.

How it could work

  1. 01

    Choose

    Select a customer and quote template.

  2. 02

    Build

    Add items from the shared catalog and set quantities or options.

  3. 03

    Price

    Apply agreed pricing and margin rules automatically.

  4. 04

    Approve exceptions

    Send discounts or special terms outside the rules to a manager.

  5. 05

    Generate PDF

    Create a professional, versioned quote PDF.

  6. 06

    Track

    See whether each quote is in progress, sent, revised or accepted.

Potential benefits

Faster quoting, fewer pricing errors

  • Prepare standard quotes faster.
  • Reduce copy-and-paste and formula mistakes.
  • Use consistent pricing and approval rules.
  • Keep a clear history of changes and versions.
  • See which quotes are open or awaiting action.

These are potential benefits, not measured results from a client deployment.

Design priorities

Consistency without unnecessary rigidity

  • Templates and a shared product catalog.
  • Pricing rules agreed with management, not hidden in formulas.
  • Manager approval for exceptions before sending.
  • Version history for every quote.
  • Integrations with existing systems considered in a later phase.

Where we would start

Where we would start

This is an example of a possible solution, not a finished product or a completed client project. We would first review your current workflow and test a small, focused prototype before agreeing on scope or technology.

Dealing with something similar?

We can review your current process, identify where time is being lost and suggest a practical first step tailored to your business.

Let's talk
Back to solution examples