The impact
Bring the quote workflow together
Customer inputs, design rules, component choices, calculations and proposal generation sit in one connected process.
Apply the same design and costing logic
Approved rules are reused consistently instead of being reconstructed for each enquiry.
Produce the proposal as part of the workflow
The output is a complete branded quotation rather than a collection of separate calculations and documents.
Keep specialist judgement available
Unusual sites, exceptions and final commercial decisions remain with the appropriate people.
The problem
Solar quoting can involve customer information, site data, system design, component selection, yield and tariff assumptions, financial modelling, costing and a detailed proposal document. When those steps are handled separately, production becomes slow and difficult to standardise.
What the Application does
AIMAI built the Application to manage the quote-to-proposal workflow. It receives a customer request, gathers the required site and usage information, applies the installer’s approved design and costing rules, builds the proposed system, calculates agreed commercial and financial scenarios and generates the quotation in the company’s standard branded format.
How it works
- Quote request received
- Customer, site and usage information gathered
- Design and component rules applied
- Proposed system configured
- Costing and financial scenarios calculated
- Branded quotation prepared for human approval
What it uses
- Website or CRM quote request
- Site and usage information
- Product and component catalogue
- Design, pricing, tariff and financial-model rules
What it produces
- Proposed system design
- Cost and pricing calculation
- Financial and tariff modelling
- Complete branded quote or proposal document
- Structured CRM record for follow-up
Where people stay in control
Engineering assumptions, commercial rates and proposal wording are governed. Human review remains in place for unusual sites, exceptions and final commercial approval.
The result
The quoting team works through one connected process from customer request to design, costing, financial scenarios and proposal generation. Approved rules are applied consistently, while specialist judgement remains available for exceptions and final commercial approval.
Could something similar work in your business?
It is likely to be relevant if:
- Your quotations combine technical design, costing and financial modelling.
- Customer or site information has to be re-entered across several tools or documents.
- Proposal production depends on specialist knowledge or manual calculations.
- The final quotation needs a consistent branded structure.
- Human review is required for unusual sites, exceptions or commercial approval.
Have a workflow like this?
Tell us how complex quotations are produced in your business today. If the workflow has similar customer inputs, product rules, calculations and proposal stages, we can show you how an Application could be configured around your quoting process.