Sales

Quotation Preparation

Losing track in a maze of RFQs and manual cost calculations? The Sales module lets you smoothly turn the agreed scope from a conversation into a ready-to-send quotation with line items, prices and margin. The built-in AI assistant automatically generates marketing personas and helps complete B2B data, speeding up your quoting process.

See the screens

Quotation Preparation — module screens in Process App

Input: Agreed scope
Flow: Scope → items and prices → quotation with margin
Output: Quotation with line items and margin

Who works here

Salesperson, Technologist

Benefits

What changes in the company after the rollout

The agreed scope from the conversation is converted into a quotation with line items, prices and margin. The quotation becomes the basis for the offer and later the order.

Full process control

Gain instant insight into your sales funnel and key KPI metrics from a single panel.

Faster quoting

Shorten quotation preparation time with ready-made product configurators and automatic cost summaries.

Fewer calculation errors

Eliminate mistakes with system-driven calculations of net, gross, margin and discounts.

Better work organization

An organised list of inquiries with statuses and priorities lets you focus on the most important sales opportunities.

Precise targeting

Easily tailor your offer to each customer thanks to access to detailed marketing persona profiles.

System screens

How this process looks in Process App

Zrzuty pochodzą z działającego systemu — kliknij, aby powiększyć.

Main Sales module screen presenting a data summary, KPI indicators, sales funnel and shortcuts to key sections and actions.

Sales Inquiries screen presenting a tabular list of customer inquiries with tiles summarising their statuses.

Sales inquiry details screen displayed in a modal window, containing the description, assigned information, statistics, timeline and quotation section.

Product details screen displayed in a modal window over the product list, showing a media gallery, basic information and text blocks describing functionalities and benefits.

Modal-style screen for editing offer details, containing forms for basic data, product configuration and a detailed cost calculation with discount options.

Marketing personas list screen with an open modal window presenting detailed information about the selected persona.

Features

What exactly you get

Inquiry management

The system enables registration, editing and status changes for sales inquiries, with a full timeline view.

Quotation calculator

The module supports detailed pricing of line items, adding optional extras and applying discounts.

Product configuration

The application provides forms to select parameters such as size, equipment and transport costs.

Persona database

The system stores and lets you filter persona profiles by industry, needs and interests.

KPI dashboard

The main screen aggregates data on open inquiries, active quotations and meetings in a given month.

Artificial intelligence

What AI does for you in this process

Persona generation

AI automatically creates detailed marketing persona profiles based on the guidelines you provide.

B2B data enrichment

AI analyses available information and independently fills in missing business data in profiles.

Product details analysis

AI generates text blocks describing the functionalities, benefits and problems that a given product solves.

Module description

The process from start to finish

Manage the entire quotation process from a single, clear screen using the comprehensive Sales Panel. Track KPI metrics and your Sales Funnel in real time so you always know exactly which stage each opportunity is at. Receive and categorise Sales Inquiries, then seamlessly move on to building detailed calculations. Configure product parameters, add optional extras and precisely define transport or equipment costs. Apply value- or percentage-based discounts while keeping a live view of net and gross values in the Calculation section. Change inquiry statuses and track the full change history on a timeline to maintain full control over every quotation you prepare.

See this process on your own data

We will walk you through the “Quotation Preparation” module using your company as the example — the input, the flow and the end result in Process App.

Other modules

Explore the remaining system modules