Vom Anfrage-Mail bis zur verschickten Rechnung: Alles ohne Copy-Paste. Angebote, Aufträge und Status-Tracking sind automatisiert.
Der Weg von Anfrage zu Angebot, Auftrag und Rechnung ist immer gleich. Überall: Daten erfassen, Vorlage füllen, PDF erstellen, senden, erinnern, dokumentieren. Wir machen das mit Ihren Tools (zum Beispiel Kundenverwaltung, Buchhaltung). Menschen entscheiden immer noch über Inhalt und Preis. Aber das Tippen entfällt.
Der größte Vorteil ist die schnelle Reaktion. Anfragen, die schnell ein Angebot bekommen, werden oft besser angenommen. Weniger Fehler bei Preisen und Adressen treten auf. Alles kommt aus einer Datenquelle und nicht aus vielen Excel-Tabellen. Kein manueller Aufwand mehr bei Status-Updates.
15 Minuten Erstgespräch: Wir schätzen Aufwand und Nutzen ein. Zusätzlich: Übersicht über Automatisierung. Künstliche Intelligenz kann helfen. Bis zu 80 % gefördert.
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
