When quotes are drafted in Word and sent by email, nobody knows which customer got which revision — and the fate of quotes sent out is never tracked. Here, quotes are generated from templates, revisions live in a single chain, and every quote passes approval before reaching the customer. A won quote converts to a contract in one click; a lost one gets its reason recorded.
With the corporate template, the current price list and customer data, a quote is ready in minutes; every quote gets a number.
If a discount exceeds the authorization limit, the quote routes automatically to manager approval; every version sent to the customer is kept in the chain.
A won quote becomes a contract; a lost one gets a reason. "How many quotes did we send this quarter, and how many did we win?" is ready in the report.
Quotes sent with outdated price lists, forgotten revisions and untracked opportunities all end; sales discipline rests on reporting.
With the Claude API, a draft cover letter for the quote is generated from the customer data and line items.
In a short call we'll listen to how you work today and plan your tailored version of this solution together.
info@grandeworks.comInstitutions our group and team have worked with
