The challenge
Before this, Hagro's team had to create the quote manually and fill all the important details into the email for the client. That kind of process quickly creates a problem exactly at the moment when sales should be responding fast. That is why we decided to automate the process.
How it works in practice
Request captured
The flow starts when the input is filled in and the details needed for the quote are captured.
Data matched automatically
The system automatically loads product data, pricing, links, and the other details that previously had to be copied manually.
Template path selected
The correct template is selected automatically based on the input.
Quote prepared safely
The workflow prepares the quote and the base email for the client so the sales team can respond more instantly.
Results
The sales process moves faster where it matters most: between the inquiry and sending the quote.
The output is a quote and a prepared email base for the client, so the sales team can respond more instantly.
Estimated impact
20 min
Original time needed to prepare one quote before automation.
< 15 sec
Time needed to generate the quote automatically once the input is filled in.
multi-region
One workflow can support multiple regions and multilingual versions of the quote.