Quotes at the push of a button
CRM data and your templates become the finished quote, in minutes instead of days. Also contracts, NDAs and custom reports.
Why three days sit between the yes and the quote
The problem: The customer wants to buy, and then they wait. Because the quote means: gather data from the CRM, copy the last template, adjust line items, check prices, build the PDF, get internal approval. That takes days, in which the momentum drains out of the deal, and every copy step lets errors creep in: old prices, wrong contact person, forgotten line item.
The solution: One click on the deal is enough. The system pulls customer data, line items and terms from the CRM, fills your template, runs all the numbers and files the finished document right at the deal. The same principle works for contracts, NDAs and custom reports. Corporate design, current price list and a clean numbering sequence are guaranteed every time, because nothing is assembled by hand anymore.
What happens next: Three days become minutes: the quote goes out while the conversation is still warm. Standard cases run fully automatically, special cases start with a finished draft instead of a blank document. What makes it possible is the connection to your systems: we make sure your tools are connected and the data flows to where it is needed.
Typical scenarios
From the simple standard quote to multi-stage contract packages. These are the most common scenarios from our projects.
- Quote from the CRM: Button on the deal, finished PDF back at the deal. With the current price list, the right contact person and a sequential number.
- Contracts and NDAs: Standard documents are generated from form data: consistent, verified and without copy-paste from the last case.
- Custom reports: Even complex documents like analyses or customer-specific calculations are created with one click from the existing data.
- Approval logic: Special terms go to approval automatically, everything else leaves the house without waiting.
