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Connected workflows

Fewer repetitive steps. More connected work.

Explore how enquiries, updates and information could move between your tools with less manual effort.

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.

Where it helps

Make the process easier to see and use.

01

The same information is copied between tools by hand.

02

Approvals and follow-ups depend on somebody remembering the next step.

03

It takes too long to see where work is waiting or what needs attention.

Possible capabilities

Shape the right parts around your work.

The exact feature set depends on your process, users and the tools involved.

Enquiry routing

Send new requests to the right place with the context people need.

Approval steps

Make decisions and handovers visible instead of relying on inbox chains.

Useful reminders

Prompt the next action at the right point in a process.

Synchronised records

Reduce re-entry by moving agreed information between compatible tools.

Status visibility

Give the team a clearer view of work in progress and exceptions.

Practical reporting

Summarise workflow activity without inventing vanity metrics.

Feasibility depends on the tools involved and the access they make available.

Relevant concepts

See the idea in context.

These interactive concepts use fictional data. Try the controls to see how a tailored experience could be organised.

Interactive demo

Quote workflow

A visible route from a new request to an approved quote, without losing the next action.

Try the demo

A practical route

Understand, shape, build and improve.

Start with the problem, agree what matters most, review the work as it comes together and plan the right handover.

Do I need to know exactly what I want?

No. Start with the problem, the process you want to improve or an idea you would like to explore.

Can you work with the tools we already use?

Tell us which tools you use. We can explore how they might connect and identify any limitations before agreeing the scope.

How much does a project cost?

Cost depends on the features, integrations and scope. Share what you have in mind so we can discuss a suitable approach.

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.