New customers email their requests as prose — sometimes with PDF specs attached, sometimes describing the problem in plain text. Someone reads each one, figures out what's being asked, and routes it to the right salesperson, engineer, or project lead.
Every quote is a one-off document. The salesperson opens the template, copies the last similar quote, edits the line items, checks pricing in a separate list or email thread, and recalculates the totals by hand. Errors in totals occasionally get sent out.
After a quote is sent, whether it gets followed up depends on the salesperson remembering. Some quotes sit for weeks without a nudge; sales leadership has no central view of which ones are pending, won, or lost.
When a customer accepts a quote, someone re-keys the line items, prices, and delivery details into the ERP to generate the sales order. The information already exists in the quote document but there's no link between the two systems.
If any of these sound like your week, a small machine can probably fix it. I've built fixes for problems exactly like these.
I built software used by 50,000 people every month at KLM, NS, and BBVA. The work in this department is simpler than that.
30 minutes, free. If it's not a fit, you'll know on the call.
Let's talk