A pump enquiry includes a quantity, temperature and delivery location, but not the fluid composition. The quotation workflow brings those details into one brief and identifies what engineering needs to confirm.
The incoming enquiry
Sales needs engineering's input before it can quote. The email says what the customer wants, but leaves out a detail that affects which pump is suitable.
Manufacturing enquiries arrive from customers, distributors, EPC contractors and procurement teams. Each brings different information for sales and engineering to work through.
We require three industrial transfer pumps for a chemical processing facility, operating continuously at 85°C.
Please quote for delivery to Hyderabad. The process specification is attached.
Confirm fluid composition before selecting the pump configuration.
Reading the enquiry
The brief separates what the customer has supplied from what still needs an answer. Product documentation can help check the requirements; it cannot supply the missing fluid composition.
Fluid composition is still missing.
Fluid composition is missing. Material and seal compatibility cannot be confirmed from temperature alone.
Flow, head and the remaining technical requirements also need validation before final configuration.
Workflow design
Automate the routine work of reading enquiries and preparing drafts. Your catalogue and commercial policies determine which quotations can be sent automatically and which need review.
Read the enquiry and prepare questions for any missing details.
Required fields, accepted inputs and clarification rules.
Find candidate configurations in the approved product documentation.
Compatibility rules, source quality and technical exceptions.
Prepare the quotation using pricing and delivery data from your systems.
Price lists, discount limits and terms from your business systems.
Send a completed quotation when the configured conditions are met.
Automatic release or an approval step, according to the workflow policy.
Inside your business
A quotation draws on more than the latest email. Connect it to the customer's enquiry history, engineering documents and the pricing records your team already uses.
Focus each build on the parts of quoting that take the most manual work.
Use the relevant documents and commercial rules to assemble the draft and handle missing inputs.
Beyond this case study
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