The challenge
“Enquiries come in, but preparing a proposal takes hours: finding the data, adapting a template, getting approval and sending it. By then, the prospect may already have bought elsewhere.”
CORE SERVICES
What the system does for you.
01
Automatic PDF generation
We create a flexible template system that automatically applies your branding, pricing and terms. It produces professional PDFs that adapt to each customer or service.
02
Template system & variations
One template does not fit every situation. We build a set of templates for short quotes, detailed scopes of work and maintenance agreements. Each one pulls its data directly from your CRM.
03
CRM integration & data sync
We pull customer details, line items and pricing directly from HubSpot, Salesforce, Pipedrive, Monday.com or your custom CRM. No duplicate data entry or manual typing errors.
04
Automatic email delivery
The finished PDF is emailed to the customer with a personalised message containing their name, project description and relevant details. No more copy and paste.
05
Quote tracking & open rates
Tracking shows whether a quote was opened, how long it was viewed and whether the customer downloaded the attachment. These signals can trigger follow-up actions automatically.
06
Automated follow-ups
No quote is left without a follow-up. The system reminds your sales team and, if you choose, sends a courteous reminder to the customer after a set interval.
IMPLEMENTATION
Three steps to a system that keeps working.
01
Analysis & template design
We review your current quoting process and templates, then define the structure, variables and sending rules together. The design follows your corporate identity.
02
Integration & setup
We connect the system to your CRM, email provider and cloud storage. The workflow is built and tested with real records, including handling for edge cases and errors.
03
Launch & optimisation
After launch, we monitor the first 50 automatically generated quotes and refine templates and copy using real feedback. We can also set up A/B tests for different quote versions.
Technology
The tools we work with.
n8n
Make
PandaDoc
DocuSign
PDFMonkey
Carbone
HubSpot
Pipedrive
Salesforce
AWS S3
Resend
FAQ
Frequently asked questions for this service.
USE CASES
Industries where this works especially well.
AGENCY
Agencies & freelancers
Generate project proposals, hourly estimates and service packages automatically from a briefing form. Save time and respond faster than competitors.
TRADES
Trades & construction
Create estimates automatically from material lists and labour rates, reducing errors caused by manual data entry.
IT/SaaS
Software & IT services
Generate licence and service quotes from product configurations, with packages, tiered discounts and contract terms applied automatically.
B2B SALES
Sales teams
Reduce response times from hours to seconds. A professional quote delivered promptly can help you win more business, especially in B2B sales.
Next step
How long does it take to prepare a quote today?
In 30 minutes, we will show you what an automated quoting system could look like for your business.
Book an introductory call