Request capture
Record the customer, requirement, due date and responsible person.
Solution capability
Manage quotation work from request to follow-up.
A quotation workflow system can connect customer records, pricing inputs, document generation, approvals and status tracking around the way a business prepares and manages quotations.
More than a PDF
The workflow around a quotation is often the real requirement.
Preparing a quotation may involve receiving the requirement, gathering pricing, checking terms, obtaining approval, generating a branded document, sending it and following up. When these steps are spread across email and spreadsheets, history and status can become unclear.
ADS can design a system of this type around approved business rules. It is not a packaged accounting product and does not replace financial or tax advice.
Implementation considerations
Pricing logic and responsibilities must be defined.
The business remains responsible for approved pricing, terms, tax treatment and commercial decisions. Complex calculations, external accounting integration, access control and document retention affect scope. A simpler document generator may be more appropriate than a complete workflow for a low quotation volume.
Preparation
Build line items or approved pricing inputs appropriate to the business.
Review and approval
Use defined status steps where internal review is genuinely required.
Document output
Generate consistent branded PDF quotations with numbering and history.
Delivery and follow-up
Record when a quotation was sent and what action is required.
Reporting
View open, accepted, declined or expired quotations where data supports it.