The Quotation Generator is a streamlined digital solution designed to automate and simplify the process of generating professional quotations for businesses. 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
- Time Efficiency: Automates quotation creation, reducing manual effort and processing time.
- Accuracy & Consistency: Ensures accurate calculations, reducing human errors in pricing.
- Customizable & Scalable: Adaptable to various business models and pricing structures. Cost Savings: Minimizes errors, preventing costly mistakes and late payment penalties.
- Seamless Integration: Connects with existing databases (SharePoint, Power Automate, Outlook, etc.)
- Improved Customer Experience: Provides quick and professional quotations, enhancing customer satisfaction.
How is the solution being used
- Users input quotation details (customer information, cargo details, pricing factors).
- The system automatically fetches rates from predefined collections and SharePoint lists.
- Charges such as freight, mandatory fees, and additional services are dynamically calculated.
- The final quotation is generated in a structured format (PDF) and sent to the customer via email.
- The data is saved in a centralized system (SharePoint) for future reference and analysis.
Audience
- Freight Forwarding & Logistics Companies managing air, sea, and land transport quotations.
- Sales & Business Development Teams needing quick quotation approvals.
- Customer Service Representatives who provide instant pricing details to clients.
- Small & Medium Enterprises (SMEs) looking for a cost-effective quotation tool.
Use Cases
- Generating quotations for air, sea, and land transport services.
- Automating cost calculations for freight and mandatory charges.
- Sending professional quotation documents to customers via email
- Storing and retrieving past quotations for analysis and reference
Technologies
- Power Apps
- SharePoint
- Power Automate
- Outlook Integration
- Collections & Patch Functions
