Digital consulting, custom software, automation and AI. We choose the direction based on your business processes and goals.
All solutions ↗Documents and quotes generated from data
Prepare quotes, estimates and documents from existing records, with consistent templates, clear checks and identifiable versions before they reach the customer.
Explore the solution01 / Who it is for
Customer details sit in one place, the job list in another, and the quote comes from a file on a colleague’s computer. Every change means revisiting totals, wording and attachments, while the version sent to the customer is not always obvious. For a small team, automation can simplify preparing and reviewing a quote. Across several departments, it can maintain shared templates while respecting different approval rules. We start with the documents people actually use and the information the team can reliably keep up to date.
02 / What the project can include
We define the structure of quotes, estimates and confirmations, including required fields and approved wording variants. Customer details and commercial line items populate the appropriate document, while missing information is flagged before it reaches its recipient.
We agree how quantities, prices and commercial terms are taken from records, which calculations apply and when a responsible person must review them. Missing or inconsistent information stops the relevant stage and becomes an exception to resolve.
We connect each document to its request, retain the approved version and define who may send it. When details change after approval, an agreed revision process keeps the new document distinct from the version already shared.
03 / Illustrative example
Imagine a maintenance company that has recorded the equipment, tasks and materials for a job. Once the required details are complete, the process prepares an estimate using the agreed template. If a part has no price, the responsible person receives the exception. Following review and approval, the estimate is sent through the selected channel and retained with the job. The customer then requests additional work: a revision goes through approval again. The team can distinguish the original quote from the update and identify which version was communicated.
04 / How we work
We examine a real document, the sources behind its fields and common changes. We choose a first quote or estimate type with sufficiently clear rules.
We establish which event starts preparation, which information must be available, how values are calculated and who resolves missing details or inconsistencies before the process continues.
We agree who reviews the document, which changes require renewed approval and when it can be sent. Each document stays clearly linked to its version.
We test routine documents, revisions and exceptions with the team. We adjust the templates and hand over the process, including corrections when the source information changes.
05 / What you receive
What the project can include
Where we start
Show us a quote or estimate template with confidential details removed, and explain where its information comes from. We will identify which fields can be filled automatically and where human review should remain.
Let’s review a document
