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Quote auto­mation for businesses

From an Excel or Word quote to an automated process: correct calculation, consistent layout, and quotes in minutes instead of days.

Where quotes currently cost time and orders.

In many companies, quotes are still built from Excel or Word files that have grown over the years.

  • Calculation is manual work: prices, volume discounts, and special terms are re-entered for every quote
  • Response times of days instead of minutes, while customers often inquire with several providers at once
  • Sources of error: wrong prices, outdated terms, inconsistent layout, forgotten line items
  • No central overview of open quotes, follow-up dates, or close rate
  • Standard CPQ software is too expensive and too complex to implement for many mid-sized companies

How we automate quote creation.

01

Analyze the calculation logic

Existing Excel models, price lists, and discount rules are reviewed and structured in a traceable way.

02

Digitize the calculation

Target price, discount, and special-terms logic is moved into a maintainable, traceable system.

03

Generate quotes automatically

An inquiry by email, form, or CRM automatically produces a formatted, correct quote.

04

Approval and sending

With or without a manual check before it goes to the customer, as you prefer.

05

Follow-up tracking

Open quotes, follow-up dates, and close rate become visible instead of being scattered across individual emails.

What is included.

Analysis of the existing quote logic and calculation
Digitized pricing, discount, and terms logic
Automated quote creation from inquiry channels
Template design matching your corporate design
Approval and sending workflow
Overview of open quotes and follow-up status
Handover, documentation, and team training

Automated B2B distributor quotes

If you also supply distributors, resellers, or bulk buyers alongside your own online sales, you know individual tiered prices, minimum order quantities, and special terms for each trade partner. We combine quote automation with our own experience in landed cost calculation and B2B distributor sourcing, so quotes automatically account for purchase price, freight and customs costs, and the desired margin per sales channel.

Result: Quotes are generated from existing data instead of by hand, are calculated consistently, and can be sent faster. Your team gains time for sales instead of administration. We bring experience from over 200 supported product launches and our own calculation practice.

Start transparently.

Starter package
€1,780 net / 20 hours

€89 net per hour. We start with 20 hours and work through analysis, digitization, and a first prototype in order of priority. No fixed-price promise for a finished result. After the 20 hours, you decide whether and how to continue. All prices net, plus VAT; offer exclusively for business customers within the meaning of Section 14 of the German Civil Code (BGB).

Request a custom quote Book the 20-hour package Free intro call

Frequently asked questions about quote auto­mation.

Do I have to throw away my existing Excel calculation?

No. We take your existing logic as the starting point and make it maintainable and automatable instead of replacing it.

Does this also work with complex volume discounts and special terms per customer?

Yes, that is the norm in B2B. Exactly these rules are captured in the analysis phase and built into the automated calculation.

Do I need new software or a CRM for this?

Not necessarily. We build the solution around what you already use. The goal is a working process, not a tool switch for its own sake.

What happens when prices or terms change?

Prices and rules are maintained centrally. Changes are made in one place and automatically apply to all future quotes.

How quickly is a first result visible?

After the analysis phase, a first working prototype for the most common quote cases usually exists within the first 20-hour package.

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Where are you losing time to manual quotes right now?

In a free intro call, we assess your situation and show where automation helps most.

Free intro call