Automation of the bidding process

Category: 

Customer service

Marketing and Sales

Industry: IT Services

About our client

We have implemented automation in our company. We are an IT agency specializing in the automation of business processes and the implementation of modern technological solutions. The dynamic development and the increasing number of requests for quotations have led us to improve the internal valuation process, in order to increase efficiency and improve the quality of service to potential customers.

Main problems encountered by our client

Unable to establish a fixed price list

The variety of problems and systems of our customers means that we have to prepare each offer individually. In addition, an audit of the client's processes was often required.

Poor lead quality and trader frustration

Many potential customers are only interested in automation, but do not plan to buy in the near future, which has wasted the time of our sales team.

Difficulties in identifying the real needs of customers

Some customers didn't know exactly what they wanted to automate, which made it difficult for us to create matching offers.

Time-consuming bid preparation process

Manual calculations and document preparation limited the number of queries we could handle.

As a respond to clients problems and challenges we implemented

Implementation of the self-assessment form

We have designed an intuitive form that allows our potential customers to independently define their needs, automation goals and expectations. The form replaces the initial audit, allowing you to quickly qualify leads without involving the sales team in lengthy initial interviews.

AI-powered pricing automation

The collected data from the form is analyzed by an AI algorithm that generates a preliminary estimate based on predefined rules and project patterns. Thanks to this, we have eliminated manual calculations, reducing the preparation time of the offer by up to 90%.

Verification of the valuation by the production department

Each automatically generated quote goes to the production department, which verifies it, correcting any inaccuracies. This allows us to maintain high accuracy of estimates with minimal team involvement.

Generate an offer in the appropriate template

Based on the approved quotation, the system automatically generates a professional quotation document based on predefined templates. The trader makes the final verification, makes any corrections and sends the finished offer to the client.

Benefits of implementation

Automation has reduced the valuation time by 90% which has increased our efficiency.

Self-assessment allows you to immediately identify valuable queries.

Verification of offers by the production department minimizes the risk of errors.

Details of implementation

Cost of implementation

10 000 EUR

Lead time

8 weeks

Time saved

95 h per month

Return on investment

after 3 months

Are you interested in automation solutions?

We automate, among others, financial, administrative, sales and HR processes. Find out more about our services!

Read moe

Write to us!

Select the topic you are interested in in the form and our specialist will contact you within 24 working hours.

Office staff

Thank you for contacting us!

Your message has been successfully sent. We will reply as soon as possible.
Oops! Something went wrong, failed to send the form.

Contact us by email

_process_automation@sagiton.pl

By sending a message to the generated email you declare that you agree to processing of personal data in order to contact you and have familiarized yourself with information clause Sagiton Sp. z o.o.

Oops! Qualcosa ha insegnato il modulo.

Find us

Services

Sales and customer service automation
Administration automation
Recruitment and HR automation
Business Process Automation
Automation of financial processes
Automation with AI
Automation of bidding
BIM Content management - BIMStreamer
Generative Design
BIM/CAD Revit plugins
E-commerce integrations
Web application development
Development of mobile applications
No-Code/Low-Code Development

Industries

Architecture and Construction
Customer service
Marketing and Sales
E-commerce
Finance and Administration
HR and Recruitment
Web applications
Mobile Apps

About us

About us
Contact
Recruitment
I hereby consent to the processing of my personal data by the Personal Data Administrator (hereinafter: “ADO”) — Sagiton Sp. z o.o. ul. Legnicka 59/B26, 54-203 Wrocław, in the scope of: name, email address or telephone, for the purposes of selling products and services of Sagiton Sp. z o.o. and for the purpose of sending me feedback and contacting me by Sagiton Sp. z o.o.

At the same time, I acknowledge that: at any time I can request the deletion of my personal data from ADO Sagiton Sp. z o.o., by sending to the e-mail address gdpr@sagiton.pl. or in writing, to the address Sagiton Sp. z o.o., ul. Legnicka 59/B26, 54-203 Wrocław, a statement containing the relevant request, which will result in the deletion of my personal data from the ADO Sagiton database Sp. z o.o.; I have the right to access the content of my data; providing my data is voluntary, although refusal to provide them is tantamount to not receiving them information regarding the sale of products and services of Sagiton Sp. z o.o., as well as with non-receipt of feedback and contact with me by Sagiton Sp. z o.o.
Close
In accordance with Article 13 (1) of the General Data Protection Regulation of 27 April 2016 (GDPR), we inform you that the administrator of your personal data is Sagiton Sp. z o.o. with its registered office at ul. Legnicka 59/B26, 54-203 Wrocław, e-mail: gdpr@sagiton.pl

Your personal data will be processed in the scope of your name, email address and/or telephone number in order to respond to your enquiry/request for contact and provide feedback — on the basis of Art. 6 (1) lit. a GDPR, i.e. consent to the processing of personal data.

The data controller informs that your personal data will not be made available to third parties.

Your data will not be transferred outside the European Economic Area or to international organisations.

Your personal data will be processed until you withdraw your consent to the processing of data and also in the event that the purposes of processing these data cease.

You have the right to access, rectify, delete, restrict processing, transfer and object to your personal data.

If you give your consent, you have the right to withdraw your consent at any time. The exercise of the right to withdraw consent does not affect the processing that took place until the withdrawal of consent.

You have the right to lodge a complaint with the supervisory authority, i.e. the President of the Office for Personal Data Protection, ul. Stawki 2, 00-193 Warszawa.

Providing your personal data is a prerequisite for establishing contact with you by Sagiton Sp. z o.o. with its registered office at ul. Legnicka 59/B26, 54-203 Wrocław. If you do not provide personal data, Sagiton Sp. z o.o., will not be able to contact you.

Data Controller Sagiton Sp. z o.o. informs that it will not use your personal data for automated decision-making, which is based solely on automated processing, including profiling, and has legal effects on you or similarly significantly affects you.
Close
I hereby consent to the processing of my personal data by the Personal Data Administrator (hereinafter: “ADO”) — Sagiton Sp. z o.o. ul. Legnicka 59/B26, 54-203 Wrocław, in the scope of: name, email address or telephone, for marketing purposes, by Sagiton Sp. z o.o.

At the same time, I acknowledge that: at any time I can request the deletion of my personal data from ADO Sagiton Sp. z o.o., by sending to the e-mail address gdpr@sagiton.pl or in writing, to the address Sagiton Sp. z o.o., ul. Legnicka 59/B26, 54-203 Wrocław, a statement containing the relevant request, which will result in the deletion of my personal data from the ADO Sagiton Sp. z o.o.; I have the right to access the content of my data; providing my data is voluntary, although refusal to provide them is tantamount to not receiving them commercial information from Sagiton Sp. z o.o.
Close

Sagiton Sp. z o.o. © 2025

Privacy Policy

I hereby consent to the processing of my personal data by the Personal Data Administrator (hereinafter: “ADO”) — Sagiton Sp. z o.o. ul. Legnicka 59/B26, 54-203 Wrocław, in the scope of: name, email address or telephone, for the purposes of selling products and services of Sagiton Sp. z o.o. and for the purpose of sending me feedback and contacting me by Sagiton Sp. z o.o.

At the same time, I acknowledge that: at any time I can request the deletion of my personal data from ADO Sagiton Sp. z o.o., by sending to the e-mail address gdpr@sagiton.pl. or in writing, to the address Sagiton Sp. z o.o., ul. Legnicka 59/B26, 54-203 Wrocław, a statement containing the relevant request, which will result in the deletion of my personal data from the ADO Sagiton database Sp. z o.o.; I have the right to access the content of my data; providing my data is voluntary, although refusal to provide them is tantamount to not receiving them information regarding the sale of products and services of Sagiton Sp. z o.o., as well as with non-receipt of feedback and contact with me by Sagiton Sp. z o.o.
Close
In accordance with Article 13 (1) of the General Data Protection Regulation of 27 April 2016 (GDPR), we inform you that the administrator of your personal data is Sagiton Sp. z o.o. with its registered office at ul. Legnicka 59/B26, 54-203 Wrocław, e-mail: gdpr@sagiton.pl

Your personal data will be processed in the scope of your name, email address and/or telephone number in order to respond to your enquiry/request for contact and provide feedback — on the basis of Art. 6 (1) lit. a GDPR, i.e. consent to the processing of personal data.

The data controller informs that your personal data will not be made available to third parties.

Your data will not be transferred outside the European Economic Area or to international organisations.

Your personal data will be processed until you withdraw your consent to the processing of data and also in the event that the purposes of processing these data cease.

You have the right to access, rectify, delete, restrict processing, transfer and object to your personal data.

If you give your consent, you have the right to withdraw your consent at any time. The exercise of the right to withdraw consent does not affect the processing that took place until the withdrawal of consent.

You have the right to lodge a complaint with the supervisory authority, i.e. the President of the Office for Personal Data Protection, ul. Stawki 2, 00-193 Warszawa.

Providing your personal data is a prerequisite for establishing contact with you by Sagiton Sp. z o.o. with its registered office at ul. Legnicka 59/B26, 54-203 Wrocław. If you do not provide personal data, Sagiton Sp. z o.o., will not be able to contact you.

Data Controller Sagiton Sp. z o.o. informs that it will not use your personal data for automated decision-making, which is based solely on automated processing, including profiling, and has legal effects on you or similarly significantly affects you.
Close
I hereby consent to the processing of my personal data by the Personal Data Administrator (hereinafter: “ADO”) — Sagiton Sp. z o.o. ul. Legnicka 59/B26, 54-203 Wrocław, in the scope of: name, email address or telephone, for marketing purposes, by Sagiton Sp. z o.o.

At the same time, I acknowledge that: at any time I can request the deletion of my personal data from ADO Sagiton Sp. z o.o., by sending to the e-mail address gdpr@sagiton.pl or in writing, to the address Sagiton Sp. z o.o., ul. Legnicka 59/B26, 54-203 Wrocław, a statement containing the relevant request, which will result in the deletion of my personal data from the ADO Sagiton Sp. z o.o.; I have the right to access the content of my data; providing my data is voluntary, although refusal to provide them is tantamount to not receiving them commercial information from Sagiton Sp. z o.o.
Close