Creating quotes
Enquiry plus price data becomes a finished quote in your layout, boilerplate included.
Use case 05
The paperwork that
The paperwork that
handles itself.
An enquiry becomes a quote. A receipt becomes checked data in your system. Two directions, one idea: documents get created and understood without anybody typing.
The problem
Where the time goes here
Documents cost time twice: on the way out and on the way in. Assembling a quote, looking up prices, hunting for the right boilerplate — and on the other side, opening receipts, typing figures, checking line items.
Both can be automated. A complete quote in your house layout is generated from your price and service data. Incoming documents are read, checked against the order or contract and handed over as clean data — with a flag wherever something does not line up.
You still approve. It just takes minutes instead of half a morning.
Scope
What runs in both directions
Reading documents
Invoices, delivery notes and contracts are read and handed over as checked fields.
Checked against your rules
Deviations in quantity, price or deadline get flagged instead of slipping through.
Handover to your system
Data lands where it belongs — without a detour through a spreadsheet.
The difference
Before and after
Before
Quotes get copied together from old files. Incoming documents are typed up by hand, and the occasional discrepancy is missed.
After
The quote is ready for approval. Document data sits checked in your system — and anything odd raises its hand.
How we work
From mapping to live operation
Phase 01
Process mapping
We look at what actually happens — tasks, frequencies, waiting times, handovers.
Phase 02
Potential & roadmap
Cost today, cost afterwards. That sets the order — biggest lever first.
Phase 03
Implementation
We build, connect your systems and test against real data. It goes live once it holds.
Phase 04
Operation & expansion
We measure, sharpen and take on the next workflow.
How to engage us
Consulting — or consulting and implementation
Both begin with mapping your workflows and producing a prioritised roadmap. Then you decide who builds.
Consulting
We show you the way — your team walks it.
- Process mapping and rating by effort and impact
- Prioritised roadmap with sequence and effort estimate
- Recommendations on tooling, data protection and data flows
- Training for your team
Outcome: you can start without us.
More on consultingConsulting & implementation
We show you the way — and walk it with you.
- Everything in Model A
- Building the automation and connecting your systems
- Testing against real data, handover and documentation
- Support in live operation and step-by-step expansion
Outcome: it runs — accounts and data stay yours.
Request a process check
Related
More use cases
Questions on Quotes & documents
What companies ask before starting.
Does this work with scanned paper documents?
Yes. Photographed and scanned documents are read too. Recognition quality depends on the source, so we test against your real documents up front, not on sample files.
What if something is read wrongly?
Every field carries a confidence score. Anything uncertain is put up for review rather than silently accepted. For amounts and deadlines you can additionally require a mandatory check.
Do we keep our layout?
Yes. We work with your existing templates, so quotes and invoices look exactly as they do now — just without the manual work.
Does this replace our accounting software?
No. We deliver checked data into the system you already use. The gain happens before that — in capture and checking.
Let’s talk
Which workflow costs you too much time?
Describe it in two or three sentences. You will get a free, no-obligation assessment: whether and how it can be automated — and roughly what that means.