Quotation automation · Event and exhibition projects

How much of your project managers’ time goes into preparing quotes instead of selling?

Your most experienced project staff spend time searching, matching and transferring information before pricing or selling can even begin. Bills of quantities, briefings and technical documents have to be worked through manually for every request.

Assess the business case

An initial, no-obligation assessment based on real customer requests.

What this looks like in practice

From customer request to a prepared quotation draft in your ERP.

Customer request for a larger exhibition project

Attached: a bill of quantities with 340 line items across more than 80 pages, plus floor plans and technical documentation.

Prepared automatically

  • Match bill-of-quantities line items
  • Substitute service components
  • Create a quotation draft in the ERP

Remains with the project manager

  • Review the draft
  • Refine the pricing
  • Approve the quotation

How it moves through your systems

  1. 1
    Outlook
    The request arrives in the inbox.
  2. 2
    Processing
    The bill of quantities, PDFs and technical documents are analysed.
  3. 3
    Item and project data
    Line items are matched against your item, project and costing data.
  4. 4
    ERP
    The prepared quotation draft is created in the ERP.
  5. 5
    SharePoint
    The documents are filed in a structured way with the project.
  6. 6
    Teams
    Open points and questions are routed to the project channel.
  7. 7
    Approval
    The project manager reviews and approves the draft.

Example with Microsoft 365 – with SAP or other ERP/costing systems via their existing interfaces.

What changes as a result

Review instead of re-entering. Your team steps in where experience matters.
Reuse what you already have. Items, costing logic and project experience are available directly.
Quotes go out sooner. Faster response times free up capacity for more enquiries.

Why not standard SaaS?

An off-the-shelf product comes with its own logic. This is about yours: which components belong together, how you calculate prices and what can be reused from previous projects. That logic lives in your data, processes and existing systems.

Send us 5–10 typical customer requests.

We will assess:

  • what is currently prepared manually
  • what can be automated
  • which existing data and systems can be used
  • what a sensible target process could look like

You receive a concrete assessment of feasibility and the business case.

Have your requests assessed

No project launch, no system changes. First, we assess whether it is worth doing.