Connection depends on available APIs, permissions or supported integration methods.
Automation service
Quotation and Follow-Up Automation
Generate structured quotation workflows and automatically follow up at defined stages.
Operational problem
What this automation is designed to solve.
Quotes are often delayed or forgotten, while manual follow-up is inconsistent.
Best suited for
- Home-service companies
- Furniture businesses
- Trades
- B2B service providers
Example workflow
How the system can operate.
Final production logic is always defined around the customer’s actual process and acceptance criteria.
- 01 Collect quotation requirements
- 02 Validate information
- 03 Generate quotation data
- 04 Send or prepare quotation
- 05 Schedule follow-ups
- 06 Record responses
- 07 Escalate interested customers to staff
Integration layer
Systems this workflow can connect with.
CRM systems
Connection depends on available APIs, permissions or supported integration methods.
Google Sheets
Connection depends on available APIs, permissions or supported integration methods.
Document systems
Connection depends on available APIs, permissions or supported integration methods.
Accounting platforms where APIs allow
Connection depends on available APIs, permissions or supported integration methods.
Quotation and Follow-Up Automation
From
£750
Final pricing depends on the agreed workflow, systems and acceptance criteria.
Typical timeframe
Typically 3–10 working days
Running costs
Customer pays any required third-party software, telephone, messaging or API costs.
Defined delivery
New features or changed requirements outside the agreed scope are priced separately.
Risks and limitations
What needs to be considered.
Pricing rules must be clearly defined.
Complex quotations may still require human approval.
Automated pricing should be reviewed before production use.
Ready to automate?
Turn repetitive work into a system that keeps moving.
Show us the process that slows your business down and we’ll explore how automation could improve it.