Automated Quoting Workflow
An intricate lead portal and quoting system for a commercial automobile contractor.
Industry
Automobile
Service
Development
Tools Used
Figma, Framer
Completion Timeline
8 weeks
Problem: Quotes were taking 30–45 minutes each, bouncing between emails, spreadsheets, and a job management tool. Turnaround times were slow, and follow-ups were inconsistent.
What we built
Intake portal that captures job details and site requirements. AI assistant that drafts a detailed scope and pricing based on their rules. Automatic quote document generation and sending from their CRM, including automated vehicle sketches. Follow-up reminders and status tracking.
Impact (first 90 days)
⏱️ Quote creation time cut from 45 minutes to under 5 minutes.
💷 Approx. £10,800/month in labour savings, equivalent to ~180 hours of quoting time.
📈 Quote win rate increased by 19% thanks to faster turnaround and consistent follow-up.
💵 Leads increased by 24% due to freed time from automation, allowing for team scope to shift.