Simplifying quotation preparation and administration
Challenge
Inquiries for flooring work arrive with varying levels of detail. For every quotation, services, areas, and materials have to be gathered, prices determined, and documents created by hand. Once the work is done, another administrative step follows until the invoice is sent.
Approach
Weblilo structures this workflow: relevant details are extracted from the inquiry, a quotation is prepared based on stored specifications and reviewed before sending. After the work is completed, the relevant information is recorded so the invoice can be prepared.
Intended workflow
The workflow describes the project scope. Approval of quotations and invoices stays with Avni Bau GmbH
- 1
Inquiry
A potential customer sends an inquiry about flooring work
- 2
Extract details
Relevant details are taken from the inquiry
- 3
Prepare quotation
The information is used to prepare the quotation
- 4
Review and send
The quotation is reviewed and sent to the customer
- 5
Record the work
After completion, the relevant information is recorded
- 6
Invoice
An invoice is prepared and sent
Everyday value
- Less retyping and gathering of details
- Consistent quotations based on own specifications
- One continuous workflow from inquiry to invoice
- Control over every message stays within the business