Prepare quotes with the team
ActaFlow organises the collection of the service description, pricing and timescales, and prepares the quote from data verified by the team.
The request
Gather the service description, prices and timings from colleagues. Prepare a draft quote for approval.
ActaFlow organises the steps of the request. Add the documents and check the data before using the result.
The workflow steps
- Confirm what the customer is asking forSet out the service requested, the requirements and any information still to be requested.
- Assign data collectionActaFlow suggests who should prepare the technical description, pricing and timescales for the service.
- Gather pricing and contentColleagues prepare the service description, pricing and timescales using authorised documents.
- Approve pricing and termsThe contact person checks what the service includes, the price, the timescales and the proposed terms.Manager check
- Prepare the draft quoteActaFlow brings the approved data together into the document intended for the customer.
Tasks assigned to colleagues
The plan sets out who prepares each piece of data and which tasks need to wait for other outputs.
Pricing from selected price lists
The draft uses pricing and terms from the documents you have authorised.
Quote ready for review
ActaFlow puts the document together after the pricing, included service and timescales have been checked.
How you set up the automation
ActaFlow suggests who should prepare the technical description, pricing and timescales for the service. The contact person checks what the service includes, the price, the timescales and the proposed terms.
What you need
- Customer request and service requirements
- Up-to-date price lists and terms
- Assigned colleagues and approval contact
Confirm what the customer is asking for
Set out the service requested, the requirements and any information still to be requested.
Assign data collection
ActaFlow suggests who should prepare the technical description, pricing and timescales for the service.
Gather pricing and content
Colleagues prepare the service description, pricing and timescales using authorised documents.
Approve pricing and terms
The contact person checks what the service includes, the price, the timescales and the proposed terms.
Prepare the draft quote
ActaFlow brings the approved data together into the document intended for the customer.
Describe the work. AI helps you prepare your workflow.
Loading chat…
Free demo. Use example data without confidential information.
Frequently asked questions
Can I set up the workflow in chat without coding?
Yes. Describe the quote you want to produce, upload the price lists and specify the colleagues and approvals involved. ActaFlow suggests the steps; you review them and complete the connected accounts before starting the work.
Can colleagues start before all the documents arrive?
Yes, for tasks that already have the data they need. The plan can make other tasks wait. Any missing documents still need to be gathered before the quote can be completed.
What information does the quote preparation start from?
Start from the customer request and any useful documents. Specify which colleagues need to provide pricing, content or checks, and who needs to approve the final proposal.
Who confirms the pricing before the proposal goes to the customer?
The contacts provide and verify the information within their own remit. The manager checks the quote and terms before it is delivered to the customer.
Prepare the next quote with the team
Describe the requested service and who needs to provide prices, technical details and delivery times.