use case solutions overview / quote automation
A quote built manually is a quote that takes too long and risks being wrong. Doctavian generates accurate, branded quotes directly from your product catalog and CRM data and gets them in front of your customer before the conversation goes cold.
WHAT QUOTE AUTOMATION CHANGES
Pull product and pricing data directly from your catalog and CRM. Every quote built from approved pricing structures with conditional logic that adapts configurations to the specific deal, customer, and market.
Enforce approved pricing, discount thresholds, and bundling rules automatically. No unauthorized discounts. No pricing errors. No manual calculation that introduces a figure that shouldn't be there.
Generate a polished, branded quote document in seconds. Sent directly from the platform trackable, interactive, and ready for the customer to review, configure, and approve in a single step.
Collect eIDAS-compliant signatures directly on the accepted quote. No separate contract stage required for straightforward deals. The quote becomes the binding agreement instantly.
FROM PRODUCT CATALOG TO SIGNED QUOTE
Quote generation from live CRM and product catalog data
Approved pricing rules and discount thresholds enforced automatically
Branded, interactive quote documents sent in seconds
Real-time tracking - know the moment a quote is opened and reviewed
eIDAS-compliant signature collected directly on the accepted quote
THE REAL COST OF MANUAL CONTRACTING
1
Quotes generated from approved templates and live data, branded, accurate, and ready to send in the time it takes to open an opportunity record.
2
A centralized library of products, pricing, bundles, and discount rules that every quote pulls from automatically. One source of truth. Zero pricing drift.
3
eIDAS-compliant signatures collected directly on accepted quotes. The quote closes the deal, no separate contract required for standard agreements.
4
Connect Doctavian to Salesforce and trigger quote generation directly from the opportunity. Customer data flows in automatically. The rep never leaves the CRM.
5
Automatically apply the right pricing logic, flag quotes that fall outside approved parameters, and route for approval before anything reaches the customer.
