Test one workflow. Measure the result.
Start with one repeatable quote type, the tools your estimator uses, and a few completed jobs. Run the same requests through the configured workflow and compare the finished quotes with your expected results.
- Inputs10 past requests + quotes
- CasesRun the same configured process
- Success criteriaCompare accuracy + time
Read this example
- Inputs
- Ten past requests with their source documents, pricing rules, and accepted quote versions.
- Cases
- Standard requests, a quantity change, a missing dimension and a price that has expired.
- Success criteria
- Correct quote lines and totals, the expected handling for incomplete requests, and time from usable input to a ready quote.
Start here if…
For teams ready to test one repeatable quoting process using completed jobs and known expected outputs.
Set the acceptance criteria before you run it
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Choose the test set
Pick a representative quote type and include the cases that commonly slow the work down. Use examples with an expected output your team can verify.
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Capture the manual baseline
Record hands-on time and elapsed time separately. Note pricing corrections, rework and any differences between the inputs and the quote.
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Compare the finished quotes
Check customer, items, quantities, prices, terms and attachments. Include time spent correcting results so the comparison reflects the full job.
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Decide what to expand
Use the results to refine the rules and decide whether to expand to another product line, request type or estimator.
Know what success looks like
A representative test
Include ordinary requests, a revision and the missing-input cases your team encounters.
An honest time comparison
Measure hands-on time and elapsed time separately, including corrections and exception handling.
A clear expansion decision
Use the agreed acceptance criteria to decide what to refine and which quote type to automate next.
Monthly hands-on time saved = (manual minutes per quote − automated minutes per quote, including corrections) × monthly quote volume ÷ 60. Measure elapsed turnaround separately.
Common questions
What should I bring to a quoting automation demo?
Bring a request, the corresponding quote, your price source and the application you use. Add one case where the input changed or arrived incomplete.
How do I estimate monthly time saved?
Multiply the measured difference in hands-on time per quote by monthly volume. Include time spent on corrections and exceptions in the automated result.
Can we pilot only one kind of quote?
Yes. Choose one repeatable quote type and define where it starts, what rules it uses, and what the finished quote should contain.
Connect the next step
One quoting process can span several workflows. Explore the parts that fit yours.
Your next quote. Already handled.
From the first request to the finished quote, in the software you already use.
no new system. no integrations. ↗