01
Configure
Fields and variations of variants.
formoptionsvalidationattachments
Production and services
Quote and PDF offer automation
Quotation parameters become calculation, CRM record, PDF and sales task.
Solution mapSmartCodeIT system view
Product variantQuantity and deadlineAdditional services
Pricing & Quote
Validation, logs and exception checking
CalculationPDF proposalRecord and CRM task
What is blocking the process?
Quotes were calculated manually in spreadsheets with inconsistent standards.
How do we organize our work?
A configurator applies pricing rules and generates a consistent PDF draft.
What does this scenario mean for the company?
Automation of valuations and offers PDF is a pattern of implementation for companies that want to remove a specific waste of time from the process: The valuations were counted manually in sheets, and various people prepared offers in a different standard. It shows a possible way of organizing work and effect to measure: 5 min to the finished calculation and offer. A similar range should be started with audit, MVP or integration of one key stage.
Decision context
When does such a system make sense?
The configurator makes sense when the knowledge of valuation can be described by rules, and exceptions mark for consultation instead of hiding them in private sheets of individual traders.
Best match
Production and service companies where valuation depends on many parameters, variants and commercial rules.
Signals to be analyzed
- valuations are generated in multiple copies of the sheet
- the same range is counted differently by different persons
- customer long waits for the first option of the offer
Solution architecture
The system is divided into clear layers of responsibility.
Each layer has its own data, rules and control points. This allows you to develop the solution in stages without mixing user interface, process logic and integration.
02
Price engine
Rules, thresholds and costs.
price listmarginDiscountexception
03
Proposal
A template and a version of the document.
PDFvariantsvalidityapproval
04
Sales
CRM, task and analysis.
leadstatusfollow-upconversion
How can this be built technically?
Technically such a system can be built as a combination of application layer, automation and data integration. In this scenario, key elements are: Form, Calculator, CRM, PDF. Workflow includes: Client selects parameters -> The system counts variants -> CRM saves the query -> PDF goes to the trader. Implementation requires field mapping, validation of data, error handling, operation history, permissions and monitoring to make the process stable after production startup.
System elements
FormCalculatorCRMPDFE-mail
Scope of first implementation
Online calculatorPricing rulesPDF GeneratorIntegration CRMTender Panel
Operational flow
From input event to controlled result.
The process is designed so that each step has a status, owner, and predictable error handling.
- 01Stage 1Client selects parameters
Online calculator
- 02Stage 2System counts variants
Pricing rules
- 03Stage 3CRM saves query
PDF Generator
- 04Stage 4PDF goes to the trader
Integration CRM
- 05Stage 5Follow-up watches the deadline
Tender Panel
Operational change
What should change after implementation?
These are target process changes, not a guarantee of business outcome. The actual impact depends on data, scale, integration and how the team works.
Current state
Sheets and manual formulas
Target state
One version of the price rules
Current state
Document submitted from scratch
Target state
Coherent template and versions of variants
Current state
Hidden Trader's Principles
Target state
Status of manual valuation with justification
Control and security
Risks are part of the project, not a post-implementation note.
Automation should stop or escalate a case when data is incomplete, integration returns an error, or a decision requires human responsibility.
Risk
Out of date price list
Control mechanism
Versioning rules, date of validity and price list owner.
Risk
Discount below the permitted margin
Control mechanism
Permission thresholds and acceptance path.
Risk
A complex case counted with a simplified rule
Control mechanism
Conditions excluding automatic and transfer to the expert.
Recommended starting point
Calculator of one product or service
We compare the calculation with the current process, the number of exceptions, the time of preparation and the repair of the trader.
Approximate time3-6 weeks
The most common optionprice rulesPDFwriting to CRM
Related paths
Services matching this scenario
Implementation FAQ
Questions worth asking before pricing.
The answers describe a safe technical option. The exact scope depends on your company's systems, data and exceptions.
Does the customer need to see the final price right away?
No. The configurator can show forks, collect data or prepare a sketch exclusively for the trader.
How to handle unusual orders?
The rules should recognise the lack of data or the exception and direct the request to a manual valuation instead of generating a seemingly precise price.
Can I keep my price list in Excel?
It can be used as a starting source, but for a stable process it is worth to establish a versioned source of truth and controlled import.
Related projects
See scenarios with similar architecture.
The selection is based on common services and system elements, thanks to which subsequent examples develop the topic rather than creating a random list.
Next step
Do you have a similar process, but different systems and exceptions?
Describe the current workflow, data sources, and where the process stops. The first conversation is used to assess whether the right start is an audit, integration, MVP or a ready-made tool.
Contact
Describe the process you want to improve.
A few concrete sentences are enough for us to suggest an audit, automation, an AI agent, a web application or a systems integration.
A reply with a recommended next stepThe option to begin with an audit or a focused MVPA solution designed for security and maintainability
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