Sales & Marketing Quote Preparation from ERP Data
Before Manual
For every quote request, a rep pulls data from the sales module, copies it into a quote template line by line — 5 minutes per line item, many times a day.
After with RK
RK takes the request, pulls pricing/lead times for every line item, fills the quote form, and saves the PDF — reps just review and send.
Time saved 10 min/line item
Frequency Many times/day
Systems involved ERP, Excel, PDF
Additional impact Faster customer response & higher win rate
