Illustrative example
Quotations and responses
Less searching. More time to respond to customers.
From source information to everyday work
01 / Source information
Customer request
Stock information
Trade terms
02 / Ready for your team to review
Quotation review
01
Items and quantities
Request captured02
Availability and timing
Check needed03
Applicable terms
Team review✓Reviewed by your team before use
Gather stock information and relevant trade terms.
Today
Look up inventory and customer terms for each quotation.
With FlowOS
Collect the information so staff can review the proposed terms.
Common questions
Before you get started
Which parts of quotations and customer replies are automated?
The tools organize requests and retrieve stock, delivery and trade terms to prepare responses. Staff review commitments such as prices and delivery dates before sending them.
What task would you like to spend less time on?
You do not need a finished plan. Start with one recurring task.