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
Reviewed by Till Täubrich See how your solution could look, in 3 steps
Tell us briefly where it hurts and the tool sketches a fitting proposal right away. No sign-up needed.
How your system could look
Based on your answers: 0 areas in one central dashboard.
Your areas
Key functionality
Our recommendations for your industry
This is a first sketch from your answers, not a finished plan. We define the exact scope and order together.
Send us your blueprint as a non-binding request. We take a look and reply with an honest assessment, no obligation.
What changes when you automate quotes?
The difference shows up not in a feature list but in daily work: less searching, less double work, less guesswork. Here is the before-and-after.
Today
- 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 start2x
- 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.
One central dashboard instead of a new island
We build roles, functions and data exchange across your processes. That way 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 flows across all processes: captured once, current everywhere.
- The solution is yours, including source code.
Direct line
Till & Richard
We answer your enquiry personally and show you in the call where a solution has the biggest leverage.
Free process analysisCustom software for a construction company
For a construction company we built a complete custom solution from scratch that brings costing, quotes, invoices and internal communication together in one place, instead of separate tools and spreadsheets.
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.
How 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.
Process analysis
We look at your concrete workflows: which tools, which steps, where time is lost. The result is a clear list of the biggest levers.
Fixed-price calculation
You get a concrete proposal with a fixed price and timeline per block, including the spots where software adds nothing.
First block live
In short cycles we build the first usable block and put it into daily use, instead of developing hidden away for months.
Operation & growth
Further blocks come together in the central dashboard. We maintain, fold in feedback and keep evolving with your company.
What does automating quoting cost?
You get a calculated flat-rate offer. Upfront we agree together which processes are worth optimising, so every investment pays off through less time spent, lower costs and fewer headaches.
Frequently asked questions about quote automation
Can we keep our existing templates and layout?
Yes, you can keep your existing templates and layout. We reproduce your familiar quote layout and take over text blocks and line items, so quotes look as before, just without the manual work behind them.
Do we have to introduce new quoting software?
No, new quoting software isn’t necessarily required. We often connect your existing systems and automate quoting around them. Where a dedicated solution makes sense, we build it to fit your workflow.
How are quote and invoice connected?
Quote and invoice are connected as one continuous path: an accepted quote becomes the order and then the invoice, with the same line items and prices. So the path from quote to invoice runs through without double entry.
Is it worth it even at modest quote volumes?
It’s often worth it even at modest volumes, because it’s not only the typing that goes away but also looking up prices, following up and errors in the costing. Following up in particular often decides deals that would otherwise be left behind. We look honestly at when it pays off for you.
Automate quotes in detail
Everything worth reading up on: when it pays off, how we work and what we watch for on control and data protection.
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.