Costing logic is copied between spreadsheets.
Case study
Quotation and Costing System
Pricing logic sits in spreadsheets and approvals happen informally.
Operating problem
What keeps breaking.
Different team members use different assumptions.
Approvals happen without a record.
Client revisions are hard to trace.
Build model
The work becomes a clearer system.
Apply costing rules, margin checks, approval routing, PDF output, and revision control.
Operating path
Costing, margin checks, approval routing, PDF output, and revisions run from one quote record.
AI/product layer
Explain the exception, compare similar approvals, and prepare a recommendation.
Reusable improvement
Approved exceptions become pricing precedents, threshold updates, or clearer approval rules.
Workflow
The sequence becomes explicit.
Client selected
Item selected
Costing applied
Margin checked
Approval routed
PDF generated
Revision tracked
Capabilities
What the system needs.
Costing engine
Margin visibility
Approval matrix
PDF templates
Revision history
Quote dashboard
Connected tools
Where the system fits.
Quotation systemSpreadsheetCRMEmailAccounting system
Implementation path
Controlled quoting without slowing the sales team.
Step 1
Audit quote formats
Step 2
Define costing and margin rules
Step 3
Build approval logic
Step 4
Validate historical quotes
Build My Quotation Engine
Tell us where this work currently breaks. We will map the first useful AI/product build path.