Automate quotes: quoting in minutes instead of hours
- Quotes built from templates and line items instead of a blank page
- Costing and approval run by clear rules
- Seamless handover from quote to order and invoice
One dashboard
All blocks connected, each role sees only theirs.
What changes when you automate quotes?
Manual work and scattered islands become one connected flow: data is captured once, roles are clear, and recurring steps run automatically.
Without us
- Every quote starts from a blank pageLine items, texts and prices are gathered and typed up anew for every quote.
- Prices and services are scatteredCurrent prices live in lists, emails and people’s heads, and the service catalogue isn’t binding anywhere.
- Approvals and discounts run by word of mouthWho may grant which discount? The process lives in follow-up questions, and quotes get delayed.
- Follow-up gets left behindQuotes go out and are forgotten, and no one sees what’s open and needs chasing.
With us
- Quotes built from templatesFrom templates, the service catalogue and captured line items, the quote is created in minutes.
- Prices and services in one placeOne maintained service catalogue that every quote draws on, with current prices.
- Costing and approvals by rulesMargin, discounts and approvals run by clear rules, with reminders, so nothing gets stuck.
- One data flow to the invoiceThe quote becomes the order and then the invoice, without capturing everything again.
Writing quotes, automated
Single steps or the whole flow, connected to your systems.
Quotes from templates
From templates and text blocks, clean quotes are created without reformatting every time.
Service catalogue and line items
A maintained catalogue of services and prices that every quote draws on.
Costing and pricing rules
Prices, discounts and margins are calculated automatically, by your rules instead of in someone’s head.
Approval workflows
Clear, digital approvals for discounts and special cases, with reminders, so nothing sits still.
Automatic follow-up
Open quotes in view, with automatic reminders to follow up at the right moment.
Quote becomes order and invoice
Accepted quotes turn into order and invoice, without capturing the same data again.
A central dashboard instead of isolated islands
We build roles, functions and data exchange across the processes in your company, so every additional feature creates real relief, instead of becoming yet another island.
- Clear roles: each person sees exactly what they need for their work.
- Functions that interlock, instead of isolated island tools.
- Data exchange across all processes: captured once, current everywhere.
Direct line
Till & Richard
We answer your enquiry personally and show you in the concept call where a solution has the biggest leverage.
Book a concept callHow does the quoting software get rolled out?
No mammoth project that only shows results after a year. We put a working solution into use early and evolve it together with you.
Get to know each other
We listen and understand your process: where time is lost and what really gets stuck day to day.
A clear proposal
You get an honest, pragmatic path forward, including where software or AI wouldn’t help.
Quickly in use
In short cycles, an early version you can use in daily work takes shape, instead of months of hidden development.
Better together
With real feedback from practice we keep improving. The solution grows with your business.
What does automating quoting cost?
We work with fixed prices per block instead of open-ended timesheets. That keeps the investment predictable and lets you start deliberately with exactly what has the biggest impact right now.
What’s included
- Free, no-obligation first call
- Fixed price per block, no open-ended timesheets
- A first usable version in use early
- Source code and solution belong to you
- Fair evolution at your pace, without lock-in
Where can your business speed up?
Tell us about your process. We’ll get back to you promptly and show honestly where software makes a real difference.
Richard Roth Strategy & Automation Till Täubrich Software & DevelopmentDirect
team@start2x.comFrequently asked questions about quote automation
Can we keep our existing templates and layout?
Do we have to introduce new quoting software?
How are quote and invoice connected?
Is it worth it even at modest quote volumes?
Automate quotes in detail
It means taking quoting off manual hands and turning it into one continuous flow: from templates, a maintained service catalogue and captured line items, the quote is created in minutes, costing and approvals run by clear rules, and follow-up reminds you by itself. Accepted quotes move seamlessly into order and invoice. You keep control, but without the manual gathering and formatting.
It pays off as soon as writing quotes noticeably ties up time: many quotes, recurring line items, complex costing with discounts, or a quote volume where follow-up regularly slips. Often it’s not only the typing but faster quotes that make the difference in a competitive bid, and deals lost because no one chased them.
We start at the step that slows you down most, e.g. recurring quoting, and expand from there. That puts a usable part into use early, instead of waiting for one big project. We connect existing systems and templates rather than replacing them.
Pure quoting software produces the document. Automation sits before and after: assembling from the service catalogue and line items, costing, approving, following up, and the handover to order and invoice. We usually don’t replace your systems but connect them and take away the manual work around them.
Quote and invoice aren’t separate work but one path. The accepted quote becomes the order and then the invoice, with the same line items and prices. Together with invoice automation, everything from quoting to booking runs in one data flow, without capturing the same data more than once.
Related core services
Solution
Automate invoicing
Capture documents, generate invoices, approvals and accounting, automated instead of manual.
Core service
Process automation
Automate recurring manual work, connect systems, handle approvals digitally.
Core service
Custom software
Tailored software where standard tools and spreadsheets reach their limits.
What this looks like in your industry
Trades
Quotes, scheduling, jobs and service, digital: less office work, more craft.
Construction
Project control, measurements, site logs and add-ons, digital: every trade on the same page.
E-Commerce
Orders, inventory, returns and systems connected, without manual work.
Production & Manufacturing
Connect orders, machines, material and quality, without paper and spreadsheet chaos.
Wholesale
Inventory management, ordering and warehouse connected, without double entry.
Associations
Member management, dues, volunteers and events, digital: less spreadsheet work, more time for what matters.
Property management
Receipts, service charge statements, requests and contractor coordination automated, instead of by hand.
Logistics
Orders, routes, freight documents and shipment tracking, digital: existing systems connected, manual work automated.