Order and quotation processing
From inquiry email to sent invoice — offers, orders, status tracking without copy-paste.
What is "order and quotation processing" about?
The process of "inquiry → quote → order → invoice" contains the same repetitive core in almost every company: data entry, template completion, PDF generation, sending, reminders, and documentation. We automate this process using your existing tools (CRM, accounting, ERP) — humans retain control over content and pricing, but eliminate the typing.
Benefits and typical leverage
The biggest advantage lies not in the individual click saved, but in the response time: Inquiries that quickly receive a suitable offer convert significantly better than those that wait several days. Furthermore, there are fewer errors with prices, quantities, and address data because everything comes from a single data source instead of multiple Excel spreadsheets—and seamless status tracking without manual Excel maintenance.
How we will build it specifically
- Inquiry entry: The email/form is automatically read, the customer is recognized or newly created in the CRM, and the request is recorded in a structured manner.
- Generate an offer: The offer is generated from a template (PDF, Word, HTML) plus data source — with your layout, your language, your pricing structure.
- Shipping & Reminder: An email with a personalized accompanying message is sent out; after 3/7/14 days, a gentle reminder follows — this can be deactivated per process.
- Order status: The order is transferred to the ERP/CRM system, and all subsequent steps (order, invoice, delivery) are tracked and reported.
- Tools: n8n, lexoffice/sevDesk/DATEV, HubSpot/Pipedrive/own CRM, PDF templates (Carbone, PDFMonkey).
Related automation fields
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Service chatbots
AI chatbots for website, WhatsApp and social media — trained on your knowledge, available 24/7.
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Accounting & Administration
Capture receipts, reconcile data, generate reports — the workflow takes care of recurring accounting work.
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Marketing & Social Media
Plan posts, capture leads, personalize newsletters — reach without a daily posting effort limit.
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Customer communication
Automatically answer emails, prioritize requests and forward them internally — without inbox chaos.
This exact area in your company — can it be automated?
15-minute initial consultation — we will provide a concrete assessment of the effort and benefits.
Further information:
Overview of Automation ·
AI complements ·
Up to 80 % subsidized
