What do you need for automated quote generation? The requirements

01 — Requirements

What you need for automated quote generation

• A clearly defined trigger. Not “we should do something with AI,” but a process that demonstrably costs time or orders today.
• Existing content or data. Automating quote generation works with what's already there. The more complete the starting point, the shorter the setup.
• Access to the systems involved. Whoever manages the credentials needs to be involved from the start — this is, in our experience, the most common cause of delays.
• One decision-making contact person. One, not three.
• Willingness to refine after launch. The first weeks in real operation show what was missing in the concept. That's normal and accounted for.

02 — Participation

What we need from you

• A contact person who can make decisions — not just forward them.
• Access to the affected systems, in time and not on launch day.
• Real examples from daily business — the messier, the more useful for testing.
• Two to four hours for coordination, distributed over the project duration.
• An answer to the question of what success means. Without it, nothing can be assessed afterward.

03 — Fit

When it's worth it

• The process in question occurs at least weekly.
• It follows rules you can write down — even if there are exceptions.
• Today it's manual work that no one enjoys doing.
• There's one person who decides, not three who need to coordinate.
• You can name what would tell you it worked.