Digital Tree

Automated Quoting

Automated Quoting

Some companies have complex quoting rules, due to having different prices for different quantities ordered, and for different customers. Automated quoting uses defined business rules to generate quotes, which eliminates the need for manually looking up price tables .

What are the benefits?

  • Lower skilled workers can perform quoting, which saves money
  • The task of providing a quote becomes much faster
  • Customers can even self-quote, as the function can be made available through an online customer portal
  • The quote can be automatically converted into a sales order, and the job's process can begin

Who would benefit from this?

  • Any company that provides quotes to customers
Contact Digital Tree to learn more about the benefits of Automated Quoting