DUCOSOFT / AI and Workflow Automation
Quote, Form and Email Automation
Pricing and version checks remain in separate files when an enquiry email becomes a quotation.
Illustrative solution view
A clear need
Enquiry classification, tasks and notifications
An agreed scope
Creation of branded quote drafts from data
Joint review
Price, approval, version and sending tracking
A clear handover
We deliver the quote template, test enquiries and approval scenario check records.
Your need
What business need does this address?
We build workflows that classify incoming forms and emails and create tasks for the appropriate person. We generate branded quote drafts from customer, product and pricing data, connecting price checks, authorised approval, quote versions and sending records to your business rules.
Scope
A clear scope, with understandable steps.
A scope planned around your use
Creation of branded quote drafts from data
Price, approval, version and sending tracking
What we work towards together
An enquiry, quotation and email flow with human approval.
How we work
Understand the need. Build the solution together.
- 01
Understand the need
Approved quotation template and price source
- 02
Plan the work
We agree on priorities and sequence around these areas: Enquiry classification, tasks and notifications · Creation of branded quote drafts from data · Price, approval, version and sending tracking.
- 03
Implement and review
An area we review together during implementation: Price, approval, version and sending tracking.
- 04
Hand over and explain usage
At handover, we review the agreed deliverables and usage steps together. We deliver the quote template, test enquiries and approval scenario check records.
In practice
How could this work in your business?
Illustrative use case
In this example, a supplier prepares a quotation draft using product and quantity details from a form. An authorised person checks pricing and conditions; the workflow records which version was sent and the follow-up action, keeping human approval within the process.
Handover & preparation
From the first meeting to handover.
What will you receive?
We deliver the quote template, test enquiries and approval scenario check records.
- Enquiry classification, tasks and notifications
- Creation of branded quote drafts from data
- Price, approval, version and sending tracking
What should you bring to the first meeting?
- Approved quotation template and price source
- Form fields, approvers and sending rules
In the first meeting, we review your current setup, priorities and dependencies together. We prepare the proposal around that discussion.
Discuss your project ↗Questions
What to know before you decide.
What does this service include?
We build workflows that classify incoming forms and emails and create tasks for the appropriate person. We generate branded quote drafts from customer, product and pricing data, connecting price checks, authorised approval, quote versions and sending records to your business rules. Enquiry classification, tasks and notifications · Creation of branded quote drafts from data · Price, approval, version and sending tracking.
Is this a good fit for our business?
For businesses that want to organise repetitive data entry in enquiry and quote processes.
What should we share in the first meeting?
Approved quotation template and price source Form fields, approvers and sending rules
What will we receive when the work is complete?
We deliver the quote template, test enquiries and approval scenario check records.
Quote, Form and Email Automation
Let’s define a solution around your needs.
Tell us how your business works today and what you want to achieve. We can plan the scope, connections and deliverables around your team.
