Marketing & Sales

Quentin Quotino

Quotation automation
Let this template be your director of advanced quotations based on a line up of (connected) variables. Support automated quotation with real time data.
Start for freeKey features
Automate advanced variable pricing
Connect datasources
Consistent pricing models, differentiated variables per product or location
Quentin Quotino

Similar real-world cases

Key features of this template

Create a setup of articles and pricing rules
Add new variables and connect them with external resources
Automate quotations and generate PDF documents
Add SLA terms per customer and apply on proposals automatically
Connect and sync with ERP for actual customer data and contact persons
Optimized for desktop and mobile use
Enhance it with AI
  • Optimize quotation pricing by using an AI to implement dynamic pricing models.
  • Stay ahead of market trends by using an AI to analyze competitors and adapt quotations accordingly.
More information about combining Triggre templates with AI >>
Suggested AI:

Connect with ...

Office 365
Office 365
... and any other external service thanks to Triggre's native Web APIs functionality!
Customize template

Tips for customizing your template

Extend service level variables
Connect with external data source to update prices and discounts
Extend approval workflow with on the fly editing or multi level approvals

How do I use this template?

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How do I use this template?

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