Costing logic is copied between spreadsheets.
Use case
Quotation and Costing Approval
Pricing logic sits in spreadsheets and approvals happen informally.
Why status quo fails
Manual coordination cannot create reliable control.
Different team members use different assumptions.
Approvals happen without a record.
Client revisions are hard to trace.
Automation model
The workflow becomes a controlled sequence.
Apply costing rules, margin checks, approval routing, PDF output, and revision control.
Client selected
Item selected
Costing applied
Margin checked
Approval routed
PDF generated
Revision tracked
Core features
What the system needs to do.
Costing engine
Margin visibility
Approval matrix
PDF templates
Revision history
Quote dashboard
Connected tools
Tools that can participate in the flow.
Quotation systemSpreadsheetCRMEmailAccounting system
Expected outcome
Controlled quoting without slowing the sales team.
Implementation
Audit quote formats
Implementation
Define costing and margin rules
Implementation
Build approval logic
Implementation
Validate historical quotes
Next action
Build My Quotation Engine
Tell us where this workflow currently breaks. We will map the automation model and the first build path.