Your starting point
For service businesses, specialist retailers and sales teams preparing recurring proposals.
Delays often come from missing information and internal searches. Faster writing without reliable prices, quantities and scope can move the difficulty into the final review.
How to move forward
Structure the request
Identify the information needed to estimate: requirements, quantities, constraints, exclusions and desired timing. Prepare questions for incomplete inputs.
Connect the references
Review catalogues, approved templates and available calculation rules. Separate rule-based calculations from passages that can be prepared as text.
Approve the proposal
Check prices, commitments, exclusions and customer details. Keep a named approver and a record of the version actually sent.
Agree before starting
- More complete requests.
- Calculations separated from drafting.
- An identifiable commercial approval.
Your questions
Can quotations be sent automatically?
This approach retains approval before sending. Any additional autonomy requires specific scoping around commitments and correction options.
What if our services are bespoke?
Support can focus on collecting requirements and preparing the structure. Estimates and commitments remain subject to review by the appropriate person.
What is needed to assess this option?
A few anonymised requests and proposals, the information usually sought and approval rules. Identify which steps take the most time.