Solution · Enquiry processing
Quote calculations in minutes, not hours.
A quote calculation app brings price lists, calculation rules, volume tiers and margins together in one place. A salesperson enters the enquiry and gets quote options that can be exported to Excel or PDF. Everyone calculates the same way, and a standard calculation takes minutes instead of hours.
Typical complexity level Level 3 · Complex · from 6,490 EUR excl. VAT
When it makes sense
- Everyone on the team calculates quotes slightly differently
- Calculations live in Excel files with different versions of templates
- Larger enquiries require days of manual recalculation
- A price list change means editing dozens of files
How it works
- 01
A salesperson enters the enquiry.
Input documents, line items and request parameters.
- 02
The app calculates the price from templates.
Template, operations and rates according to the agreed method.
- 03
Quantities, margins and rules are applied.
Quantities, margins, lookup tables and commercial options.
- 04
The quote is created in Excel or PDF.
Export to Excel or PDF, version overview and sending by the user.
Where AI helps
The calculation itself does not need AI and does not send any data to AI. AI can help at the input stage: extracting line items from an enquiry in a PDF or email and pre-filling the calculation.
In practice · Processing inquiries
Consistent quote calculation
A web application unifies price lists, rules and margins. One input produces quote variants in Excel or PDF.
Development and validation
Starting point
Every team member prepared quotes a little differently. Spreadsheet calculations used different templates, and larger requests required long manual recalculation.
Goal: Unify calculation rules and prepare quotes and their variants from a single source.
Solution
A web application brings together templates, input items, operations, quantity levels and margins. Sales prepares variants without repeated manual recalculation and exports the quote to Excel or PDF.
Results
- The same calculation rules for all users.
- Quote variants build on a shared input.
- The team can manage templates and prices itself.
The goal is to cut a standard calculation to minutes and handle larger requests in hours instead of days.
Technology
- React / TypeScript
- Calculation services and export interface
- PostgreSQL / Supabase
- EU hosting
Security and data
- Per-user access
- Internal price lists and quote versioning
- The calculation does not need to send data to AI
Operations
- The team manages templates and prices
- Backups and data export
- Option to integrate further with ERP
This case study is anonymised. We do not name the company or its industry.
Frequently asked questions
Can we manage the price lists ourselves?
Yes. Your team manages templates, prices and margins in the app without needing a developer.
Can it be connected to an ERP?
Yes, the calculation can be linked to an ERP for material prices and for passing on orders.
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