Bid automation - quick quotes
Automate the process of preparing quotes to speed up the work of your sales department!
Business Process Automation
As a Sagiton Automation Agency, we optimize processes and increase the efficiency of our clients' companies. We automate not only bidding, but also finance, administration, e-commerce or HR. Learn more about our services.
Learn more
Why is the automation of service valuations crucial in modern sales?
Prolonged bid processing always generates additional costs on your company's side, although even the most polished offer does not give a guarantee of conversion. Moreover, the sooner you provide the price list, the better your chances of making a sale. The protracted process of preparing tenders forces the selection of projects, which significantly limits the possibility of competing in more tenders. Use sales automation to eliminate the problems associated with this process and stay one step ahead of the competition!
Not sure what automated quoting could look like for your business?
Before starting automation implementation for our clients, we carefully look at the process and prepare a dedicated path of action for them. Below you can see a sample solution that is fully customizable and which we can adjust to your business!
1
Klient kontaktuje się z Twoim działem sprzedażowym
Once a potential customer contacts your company, a new lead will automatically be created in your CRM. The information stored in it varies depending on the industry (e.g. the parameters of the product requested by the customer or additional elements that must be included in the quotation).
2
The system automatically assigns an available seller
Thanks to the integration of CRM and salesperson calendars, the system can automatically select and assign the currently available salesperson to the lead. This significantly increases the speed of response to the query.
3
The data needed for the valuation is automatically downloaded
It doesn't matter through which channel the customer contacts you. Thanks to automation, we can process information that flows to you through forms, by email or even during a telephone conversation.
4
The offer generator receives the data and checks its completeness
Automation will check whether the client has provided all the required data, and in the absence of certain information, there is the possibility of sending an automatic e-mail with additional questions.
5
Automation performs calculations
Thanks to the calculator, calculations are performed quickly and accurately. This eliminates the risk of errors and guarantees the time savings of your sales department. For more complex or creative tasks, we recommend using artificial intelligence.
6
If necessary, the technical department verifies the calculations
If you own more complex products and want the technical department to still be involved in the process - nothing lost. The generated calculations can be automatically sent to the appropriate persons for verification.
7
Once approved, an offer is generated
Whether you use one document template or several, bidding automation will select and complete the file. It will be automatically saved on your disk or in the cloud in the format of your choice (e.g. pdf, xls, doc).
8
Salesperson checks and accepts the document
The last step after generating the document is to accept it. Salesperson reviews the offer, approves or makes a personalization. It can then be automatically sent to the customer's email address.
Jeśli chcesz usprawnić ofertowanie w Twoim biznesie - skontaktuj się z nami.
Podczas bezpłatnej konsultacji nasz specjalista zbierze od Ciebie wymagania i zaproponuje automatyzację, która zwiększy wydajność Twoich procesów.
Contact us
Looking for solutions typical of the AEC industry? See what we offer BIM/CAD design automation.
Learn moreCase studies: learn how we automate offers
Although the management of offers in each company looks different, we know that it is a strategic point of successful sales. That is why we prepare effective, individual bidding systems for our customers that reduce operating costs and repetitive tasks.
Automation of offering premium products
The company selling moss wall panels had trouble bidding because of how many variants the products have. Customers required consultation before purchasing, and manual data collection and price preparation took too much time. Orders flowed both through the form on the site and by phone, but there was a lack of a system for processing requests automatically. Traders had to manually analyze customer needs, which slowed down the valuation process.
We have implemented a solution, thanks to which orders from the form automatically go to Pipedrive CRM, where an offer document is generated. For the analysis of telephone calls, we used VoIP technology with built-in AI, which complements the quotation calculator to create a proposal for the client. All contact history is archived in CRM which enables later reporting. Thanks to these improvements, customers now receive a quote in no more than 5 minutes.
Our bidding automation
As a Sagiton Digital Automation Agency, we have had difficulty pricing our services ourselves. This was because each company that came to us had different needs. Many potential customers just wanted to explore the topic, and this often frustrated our traders. Even if we already had detailed information, the process of creating quotes was time-consuming, which limited the number of queries we handled.
We have introduced a self-assessment form that allows potential customers to determine their needs without using a paid audit, which allows us to qualify leads instantly. Then our quotation automation tool uses AI technology which eliminates manual calculations and reduces quote preparation time by 90%. The final quotation is verified by the production department to increase the precision of the estimate.
Combination of several sales channels
The intermediary portal for the sale of machines had difficulties in obtaining and handling leads. Sellers provided incomplete information, which made it difficult to finalize the transaction. Lead handling required manually collecting data from different channels and manually entering it into the customer's system. In addition, the lack of automation of quotations and the manual publication of offers slowed down the sales process.
We have implemented AI to analyze the transmitted information (emails, phones, SMS) and automatically query sellers for missing data to increase the completeness of offers. Additionally, CRM integration now collects all leads automatically, eliminating manual data entry. The recording transcription tool generates conversation notes, which saves time and allows team members to communicate easily. Finally, the system uses AI technology to generate documentation and publish the offer on the commission page.
.webp)
We improve processes and digitize companies - see what our customers say about us
“We recommend Sagiton as a provider that is always focused on understanding needs in order to translate them in a professional way into technological solutions that they then implement [...]. In less than 72 hours, a team of 10 experts was formed along with a manager and an analyst at our disposal [...]. It should be stressed that due to the nature and confidentiality of the data, the entire system has been duly secured.”
Contact us - we will be happy to talk about your sales processes
Send the form to schedule an online appointment with our consultant. It does not matter whether in your company inquiries fall from one or from different sources - we will check the possibilities of automation for you free of charge.
