C01Free toolCEO · AbdullahExcel + PDF
Quote process map: the five steps and where AI fits
Map your own quote process step by step: who does each step, how long it takes, and where AI genuinely helps.
What’s inside
- An Excel map of the five quote steps with owner and time columns
- A fit check for every step: automate, AI-assisted, or keep manual
- A one-page PDF guide with a filled example
Free preview
| Step | Owner | AI fit |
|---|---|---|
| 1. Receive the request (email / WhatsApp) | Sales | Automate intake |
| 2. Copy the details into Excel | Sales | Automate extraction |
| 3. Calculate the price | Sales | Rules + human review |
| 4. Prepare the quote | Sales | AI drafts, employee approves |
| 5. Send and follow up | Sales | Automatic reminders |
Illustrative example