Quotation automation
Create, send and follow up quotations without rebuilding the same work every time.
If your team repeatedly copies customer details, prices, terms and product information into quotations, that process can usually be simplified. Siftvik can help structure the quotation workflow without forcing every business into the same template.
What the automation actually does
Move the work forward without adding another manual checklist.
Good automation does not create extra admin. It watches for the right event, records what matters, triggers the next step and keeps a human in control where judgement is needed.
01Customer requirement selectedcaptured
02Relevant products or services addedprepared
03Quotation is generatedcreated
04Customer receives itsent
05Follow-up stays visible until decisiontracked
What improves
Less chasing. Better visibility. Clearer next actions.
01Less repetitive quote preparation↗
02More consistent pricing and terms↗
03Clear visibility of sent and pending quotations↗
04Faster follow-up after the quotation is sent↗
Where it helps
Useful when the same business step keeps repeating.
Product quotations
Project proposals
Repeat customer pricing
Start with one workflow
Show us the repetitive work you want to stop doing manually.
We will first understand the process, then decide what should be automated, what should stay manual and what software is actually needed.
Discuss my workflow →