Enquiry to quote

This is an example of a typical job. Yours will have its own detail.

By hand

An enquiry, by hand: someone copies the details out of the email, works out the price from a spreadsheet, writes the quote and tries to remember to follow it up.

Each step waits for someone to get to it. On a busy day the enquiry sits in the inbox, and the quote goes out after the customer has already asked someone else.

With Logitomic

With Logitomic, the quote is drafted as soon as the enquiry arrives, and your team checks it and sends it.

The steps

  1. Enquiry arrives
  2. Details captured
  3. Price worked out
  4. Quote drafted
  5. Your team checks it
  6. Sent, or back for changes
  7. Follow-up reminder, if there's no reply

Where your team stays in

Only one step needs a person: your team checks the quote. Nothing goes to a customer until they have.

What we'd need from you

  • How you price today, even if it lives in a spreadsheet or in someone's head.
  • A few recent enquiries and the quotes you sent for them.
  • Who checks quotes now, and what they look for.

Questions about this job

What if a price needs a judgement call?

Your team makes it when they check the quote. We build in the pricing you already use, and anything it can't work out is left for them to fill in.

Does anything reach a customer without us seeing it?

No quote is sent until your team has checked it. The follow-up reminder goes only to customers who already have your quote.

What if our prices change?

Tell us and we'll update it. That's included once you've signed up.

All examples

What's the job you'd hand over first?

Tell us about a job

Tell us what's taking up your team's time. We'll talk it through and see whether we can help.