Quotation generator
This tool allows users to create accurate and well-structured quotations based on predefined pricing models, customer-specific details, and various cost components such as freight charges, mandatory origin and destination fees, and additional services.
benefits
Improved Customer Experience: Provides quick and professional quotations, enhancing customer satisfaction.
Seamless Integration: Connects with existing databases (SharePoint, Power Automate, Outlook, etc.).
Customizable & Scalable: Adaptable to various business models and pricing structures.
Accuracy & Consistency: Ensures accurate calculations, reducing human errors in pricing.
Time Efficiency: Automates quotation creation, reducing manual effort and processing time.
flow
1
The data is saved in a centralized system (SharePoint) for future reference and analysis.
2
Charges such as freight, mandatory fees, and additional services are dynamically calculated.
3
The system automatically fetches rates from predefined collections and SharePoint lists.
4
Users input quotation details (customer information, cargo details, pricing factors).
audience
Freight Forwarding & Logistics Companies
Customer Service Representatives
Business Development Teams
Sales Development Teams
Technology
