How do I automate quoting and proposals?

Question

VX-N · Accepted Answer

Move pricing logic out of people's heads into rules, generate the document from those rules, and let a human approve anything outside the normal band. Quoting is usually the highest-leverage thing to automate in a sales process because it sits directly between interest and revenue. The prerequisite is agreeing what the price actually is. Most quoting projects turn into pricing projects, and that is time well spent. Once quotes are generated from rules you also get the data to see which configurations win, which no spreadsheet of sent PDFs will ever tell you.