Business Automation

Case

A quotation:20–30 min → ≈1 min

The manager picks the items, and the system fills in current prices, terms and formatting.

Before 20–30 minof a manager's work per quotation
After≈ 1 minfor a finished quotation at current prices

≈ an approximate estimate of my actual process

A finished quotation: legal details, a table of items with article numbers, totals with VAT, terms
A finished quotation in the company template: items with article numbers, unit price, totals with VAT, production and payment terms. The company, the products and the amounts in the example are demo data.

Before

The manager built the quotation in Excel: copied items across, checked prices and the exchange rate, formatted the document, added the legal details and saved it as a PDF.

One quotation took about twenty to thirty minutes, and how it looked depended on who prepared it.

How I automated it

The manager builds a specification from the current price list.

From it the system fills in prices, the exchange rate, terms and legal details, and assembles the document in the company template.

The output is a finished PDF.

After

A finished quotation takes about a minute. The price is taken from the system at the moment it is built, and every document follows one template.

What it gave

The manager can send the quotation during the same conversation with the client instead of setting aside a separate block of time to format a document.

When there are many quotations, the saving already adds up to hours of a sales department's work.

What would be different in your company

The letterhead, the terms, the deadlines and the pricing rule are yours: a quotation should look like your company, not like mine.

The input can differ too: a specification, a cart in the partner portal, a past order, or a list the client sent over. The output is a PDF, an email or a link — whichever suits your clients.

Show me a similar process
Technical details

Python, HTML template, headless Chromium → PDF