From enquiry to signed quote in under 10 minutes.
Intake forms, pricing rules, approvals, e-sign, and CRM sync working as one pipeline.
Where teams get stuck without this.
These are the recurring patterns we hear on discovery calls — and the ones this solution is built to end.
Google Docs, wrong prices, wrong margins.
Emails asking three people if 12% is okay.
Sent, never followed up.
You don't know your quote-to-close ratio.
Every part built to production standard.
Conditional forms that gather exactly what's needed.
Tiers, discounts, freight, tax, currency.
Multi-step with SLAs and audit trails.
PDF, portal, and signature in one flow.
Reminders, reads, and revive flows.
Cycle time, win rate, discount hygiene.
How we build it with you.
- Step 1Map the current process
Where the time and errors happen.
- Step 2Model rules
Pricing, approvals, terms.
- Step 3Build
Intake, engine, portal, signatures, CRM.
- Step 4Roll out
Playbook and adoption tracking.
- Step 5Optimise
Cycle time and win rate targets.
"We win deals now because we're just faster than everyone else."
Yes — HubSpot, Salesforce, Pipedrive, Attio, Zoho supported.
What to know before you buy.
Map the full journey from enquiry to revenue.
Automating only the PDF generation misses the real delays. Look at the whole chain.
Conditional forms that ask the right questions based on product or service selected.
Base price, options, volume tiers, freight, and tax calculated automatically.
Route discounts or custom terms to the right approver with SLA alerts.
e-Sign triggers invoice creation and CRM stage update without manual handoff.
Protect margin while you speed up quotes.
Fast quotes are dangerous if they come with unchecked discounts. Build guardrails in.
Pre-approve standard bands. Anything deeper needs manager or exec sign-off.
Block quotes that fall below a configured gross margin unless overridden.
Log who changed what, when, and why — especially for price and terms.
Quotes expire automatically so old pricing doesn't live forever in inboxes.
Let's scope your quote & estimate automation.
30-minute discovery call. No decks, no pitch — just a working plan for what to build and how it pays back.