Intelligent quotation and opportunity recovery

The challenge

A commercial services business prepared a high volume of quotations manually. Staff gathered requirements, checked pricing, calculated costs and assembled documents. Follow-up then depended on individual reminders or spreadsheets.

Some opportunities received no timely next step, while management could not easily distinguish quotations awaiting customers from those needing internal action.

What we built

We developed a quotation and opportunity-management system around the company's process. Structured enquiry capture fed a configurable pricing engine using service categories, quantities, cost assumptions and commercial rules.

Staff reviewed pricing, made permitted adjustments and approved documents before sending. Each quotation became part of an opportunity workflow with status-aware follow-up, salesperson tasks and approved communications.

Management dashboards showed outstanding quotations, their age, conversion outcomes and potential pipeline value.

Business value

The system was designed to make quotation preparation more consistent and gave the team a structured way to progress existing demand after first contact.

Capabilities

Bespoke CRM functionality · Pricing logic · Document generation · Workflow automation · Commercial dashboards