Quotes wait for a spreadsheet or your approval
SMB & commercial
Stop being the bottleneck for every price and quote
Know the margin before the quote goes out. We review how your team prices one type of quote and show where it can run without you.
Sound familiar?
Pricing still runs through you
You check every discount and margin yourself
The pricing logic lives in Excel and in one person's head
ERP is in place, but prices are still calculated by hand
What changes
From five files to one clear price
| Aspect | Today | With a quote workflow |
|---|---|---|
| Price | Cost, discount and margin spread across files | One calculation with every part visible |
| Discounts | You check each one | Rules decide, only exceptions reach you |
| Speed | The client waits for approval | Sales answers while the client is still engaged |
| Knowledge | Held by one person | Written rules the whole team uses |
The first step
Quote & Margin Review
A 25–30 minute review of one type of quote. No full price list, no forms. Show a screen or a few examples.
- 01Show one quote type
Three to five real examples are enough.
- 02We map the logic
Inputs, rules, exceptions, and who approves.
- 03You get a straight answer
Whether a custom workflow makes sense, or an ERP setting is enough.
If it fits
A working quote workflow
Cost, discount and margin visible before the quote goes out.
Only exceptions reach the director.
Connected to the ERP, CRM and price lists you already use.
Control
You stay in control
Every price shows how it was built.
You set the discount and approval rules.
Works alongside the systems you have, with no replacement project.
What happens next
From your business problem to an implementation plan
- 01Share the problem
On a 30-minute call, tell us about the business problem or task you want to improve. Together we shape the approach
- 02Get a free prototype
We turn the agreed approach into a free prototype so you can see how the solution could work
- 03Plan the implementation
We define the implementation path and estimate the effort needed to build it
Choose how to start
Bring us the workflow, decision or scope you want to improve
Not ready for a call? Send us a message or follow our notes on LinkedIn
Book a 30-min callBring your workflow or questionEmail usto@be-digital.companyFollow our thinkingPractical notes on AI decision systems
Send a message