01Prepare a quote
Preparing quotes from your prices and product catalog
A quote is mostly made up of information your company already has: products, prices, terms, and what the customer bought last time. So why write it from scratch every single time?
02What it looks like today
Today
- 1An old quote used as a templateThe sales rep opens a previous quote in Word or Excel and overwrites it. Every new quote starts with manual copy-pasting.
- 2The price list might be outdatedThe sales rep looks up prices in a spreadsheet that may no longer be current, never quite sure whether the numbers are still valid.
- 3Discounts guessed from memoryFor repeat customers, the sales rep estimates the discount from memory—recalculating it on every quote based on whatever they happen to recall.
- 4The quote stays on the rep’s laptopOnce finished, the sales rep saves the quote on their computer and sends it from their personal email. The company has no central record of it.
- 5Quotes left hanging without a replyQuotes go out, no reply comes back, and nobody in the company knows how many open quotes are sitting unanswered.
And how it works with Draivix
With Draivix
- 1
Line items pulled from the inquiry
Items from the inquiry or deal are carried straight over into the draft quote.
- 2
Prices from your catalog and price lists
The system pulls products and prices from your catalog, including the price lists and discounts that apply to that specific customer.
- 3
Customer history
The sales rep sees what the customer bought before, which quotes they received, and under what terms.
- 4
Company rules
If a quote exceeds the allowed discount or drops below the target margin, the system routes it to a manager for approval.
- 5
Sending and follow-up
The quote is sent directly from the system as a branded PDF, and the sales rep gets a task reminding them when to follow up.
03Less routine, more value
The system handles the routine. People focus on where they are needed.
Understanding what the customer really needs
The sales rep talks with the customer to agree on what they actually need. The system assembles the draft, but a person leads the conversation.
Exceptions and discounts by judgment
The sales rep decides on exceptions and discounts. The system enforces company rules and sends any discount above the limit to a manager for approval.
A person closes the deal
The sales rep negotiates and closes the deal. The system prepares the quote and schedules the follow-up reminder to support them.
What makes up the solution
- Product catalog and price listsSupplies the draft with products and prices, including customer-specific discounts.
- CRM, quotes, and dealsCarries line items from the deal into the quote and displays the customer’s full history.
- Company document templatesSends quotes straight from the system as PDFs formatted in your company template.
- Approval rulesRoutes the quote to a manager whenever an allowed discount is exceeded or minimum margin isn’t met.
04Frequently asked questions
Have questions? Here are the answers.
Can a quote flow directly into an order and an invoice?
Yes. Once a quote is accepted, it converts into an order or job and then into an invoice, without any retyping.
We have complex customer-specific pricing. Can the system handle that?
Price lists and discounts are configured around your rules. Show us how you calculate prices today in our first meeting, and we will design how the system calculates them for you.
05What else Draivix can take over
- Process an inquiryRead the email, extract the details, create the customer record, and prepare the next step.
- Process documentsThe system can automatically read and process invoices, orders, contracts, delivery notes, and other documents.
- Track orders and jobsMonitor deadlines, project status, missing documents, or budget overruns.
- Manage inventoryConnect orders, inventory, field service, purchasing, and invoicing into a single process.
- Reply to customersAI can work with your live company data to draft or handle everyday customer communication.
- Generate reportsInstead of waiting for a monthly spreadsheet, just ask the system.
Typically helps in industries: Manufacturing, Project-driven companies
Let’s start together
Tell us how your business works.
We will show you what a system that takes over part of that work could look like.
Book a consultation