Automated Quote Generation
Client: Manufacturing Company
The Challenge
Success sometimes brings unexpected challenges. A manufacturing company received over 1000 standardized inquiries via email weekly – a clear sign of strong market position, but also an operational burden.
The Problem:
- 1000+ inquiries per week, many very similar
- Manual quote creation ties up significant resources
- Time loss despite standardized products and recurring patterns
- Delays in response time affect customer satisfaction
- Employees waste time on repetitive tasks instead of strategic work
Our Solution
Instead of building a generic "quote generator," we analyzed what makes successful quotes work – and learned from it.
The Approach in Detail:
- Intelligent classification: Automatic categorization of incoming inquiries by type, product category, and complexity
- Pattern recognition: Analysis of successful past quotes to identify success patterns
- Automatic draft creation: AI generates promising and profitable quote drafts
- Final human control: Employees efficiently review and finalize drafts
- Continuous learning: System improves through feedback on accepted/rejected quotes
What makes this solution special: It doesn't replace sales staff expertise but gives them back the time they need for strategic customer relationships.
The Results
70% time and cost savings in quote creation
Break-even after 5 months – solid ROI for transformative solution
Faster response times increase customer satisfaction
Higher employee satisfaction through less repetitive work
Consistent quality based on best practices
Scalability for growth without proportionally more staff
Domain-Driven Design Meets Sales
Sales is more than numbers: We didn't just look at prices and products but analyzed the entire sales logic: What makes a quote attractive? Which phrasings work? How are prices optimally positioned?
Learning from success: Instead of generic templates, we taught the AI to recognize and apply patterns from successful quotes.
Integration into existing processes: The solution fits seamlessly into the existing workflow – from email inbox to CRM integration.
What We Learned
- Automation doesn't mean dehumanization: The best results come when AI handles routine and humans steer strategy.
- Break-even isn't everything: The true value lies in scalability and the ability to keep pace with growth.
- Classification is critical: The quality of automatic quotes depends heavily on correct inquiry classification.
- Feedback loops are gold: Every finalized quote is an opportunity to improve the system.
This solution is more than a "tool" – it's a strategic investment in scalability and efficiency. It shows that automation and personal service aren't opposites but can reinforce each other.
