What gets in the way
Quote details are re-entered, approvals happen in long message threads and follow-ups are easy to miss.
Interactive demo
Quote workflow
A visible route from a new request to an approved quote, without losing the next action.
Quote workflow
Interactive demo
Draft2
- QT-104£2,480
- QT-107£1,150
Sent2
- QT-099£4,920
- QT-102£3,300
Approved1
- QT-096£6,740
Move a quote between stages. Sample values are not Tailor My App pricing.
Sample data only. Changes stay in your browser and are not saved.
A clearer shared view
A simple workflow can keep each quote, decision and follow-up in one ordered process.
What this concept includes
- Draft, sent and approved stages
- Quote details in one record
- Clear ownership and follow-up
What could be tailored
- Your approval rules
- Connections to enquiry and customer tools
- Notifications and reporting
Interactive concept demo. All names and records shown are fictional, and any changes you make stay in your browser only — nothing is saved or sent.
A useful next step
Got a process that could work better?
Tell us what you have in mind. We’ll help you explore what a tailored app, website or workflow could look like.