Sales Quotation

Workflow template includes the following steps

This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

The Purpose of Sales Quotation

The Sales Quotation process is a vital part of any business that sells products or services. It is the initial step in the sales cycle, where a potential customer expresses interest in a business’s products or services and asks for a quote. This process requires a great deal of collaboration, internal approvals, and persistent follow-ups. The detailed and accurate quotation not only helps to secure potential customers but also establishes a professional image of the business. It provides a clear understanding of the offerings, their prices, and the terms and conditions of the sale. This process, when done correctly, can significantly improve the conversion rate of prospects to customers, thereby increasing revenue. It also ensures that both parties are on the same page, reducing the chances of future disputes. Additionally, it aids in inventory management as it helps in forecasting demand and planning accordingly. Therefore, having a well-defined and efficient Sales Quotation process is beneficial for any business.

Let Pneumatic Build a Unique Template for You

Pneumatic revolutionizes workflow management by leveraging AI to create custom workflow templates based on user-supplied prompts. Here’s how it works: you provide a brief description of the business process you need. Pneumatic’s AI algorithms analyze the prompt to understand the requirements, and specific tasks involved. Within minutes, a bespoke workflow template is generated in perfect alignment with your specific needs and requirements.

With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.