CRM Setup & Automation
Keep contacts, conversations, and next steps together so your team knows who to follow up with and when.
- Contact & pipeline setup
- Lead routing & reminders
- Reporting & team training
Automation
Quotation Automation
Prepare a clear, branded quote from your own price list in minutes. You approve it, the customer gets it, and reminders go out if they don't reply.
Is this for you?
- Suppliers and contractors who send many quotes each week
- Service companies that copy old quotes in Word or Excel
- Businesses where quotes need a manager's approval
The problem it solves
- Each quote is copied from an old one, and mistakes slip in.
- Customers wait days for a price, and some go elsewhere.
- Nobody follows up on quotes that were sent but never answered.
How it works
We collect your pricing rules
Your price list, options, discounts and terms become one clear set of rules.
We build your quote template
Quotes come out in your branding, with the right items and totals every time.
You approve, then send
Big quotes or discounts wait for approval. Then the customer gets a clean PDF or link.
Follow-up runs itself
Reminders go out if there's no reply, and accepted quotes go straight to your team.
Before and after
Before
- Quotes are copied by hand from old files
- Customers wait days for a price
- Sent quotes are never followed up
After
- Correct, branded quotes in minutes
- Customers get a price while they are still interested
- Reminders and accepted quotes are tracked for you
What you get
- A quote builder with your price list and terms
- Branded PDF or online quotes
- An approval step for discounts and large quotes
- Automatic reminders for unanswered quotes
- A simple list of every quote and its status
In more detail
- A quote builder that uses your price list, options and terms to prepare quotes in your branding.
- An approval step for discounts or large quotes before anything reaches the customer.
- Quote tracking and gentle reminders, with accepted quotes passed to your team or CRM.
For your technical team
- Pricing rules and line items stored as structured data, so totals and taxes are calculated, not typed.
- PDF generation from a versioned template; quotes can also be shared as a secure link.
- Optional e-signature through a provider such as DocuSign.
- Accepted quotes sync to your CRM (for example HubSpot or Zoho CRM) by API or webhook.
Common questions
Can quotes include our own terms and conditions?
Yes. Your terms, payment details and branding are part of the template, and you can update them later.
Can AI suggest the items for a quote?
It can prepare a first draft from the customer's enquiry. A person always checks and approves the quote before it is sent.
Do we have to change our accounting software?
Usually not. We connect to what you already use where possible, or export quotes in a format your accountant can use.
How much does it cost and how long does it take?
It depends on what you need. After a free consultation you get a written plan, timeline and quote.
Related services
Want to know if Quotation Automation is right for your business?
Book a free consultation with our team in Lahore. We listen first, then send you a written plan, timeline and quote.