+33 7 75 78 89 54Gather the right information
Identify the service, quantity, location and project constraints. The workflow spots missing information and prepares questions before a proposal is drawn up.
QUOTES · CRM · CUSTOMER FOLLOW-UP
Your quotes, with AI.Your team approves.
An enquiry arrives by email, WhatsApp or a form, then gets scattered across notes and reminders. Sagace can configure a workflow to gather the information, prepare a draft quote and organise the next steps. Your team approves the commitments and amounts before anything is sent.
Draft for approvalEnquiry received
Service · contact details · preferred timeframe
Case file prepared
Missing information · draft quote
Next steps organised
Human approval · status · next reminder
PRACTICAL TASKS
Connect the enquiry, the document and the next action.
Follow your working method: catalogue, commercial terms, case stages and each person's responsibilities.
Prepare a consistent quote
Approved data and your templates are used to prepare a document. Prices, discounts, deadlines and terms still need checking; missing data should be flagged rather than filled in at random.
Maintain follow-up in your CRM
Depending on the available connection, a record or task can be prepared in your CRM. Define the permitted fields and stages: to complete, awaiting approval, sent, accepted or closed.
Follow up according to your rules
Define the timing, number of reminders and stopping conditions. Content is prepared for approval or sent only in cases you have expressly authorised.
A WORK SITUATION
Example: a service business prepares a proposal.
A prospect leaves out the volume and date of the service they need. The workflow gathers these details and prepares a draft from the supplied template. The person responsible checks the quote and plans the next step. This scenario does not assume that the tools are already connected.
YOUR OPERATING FRAMEWORK
A TAILORED SETUP
Automate one reliable step before the whole chain.
Start with information gathering and drafts, then add the CRM and reminders after checking the documents and rules.
- 01Describe your process
Share a quote template, the essential information and the people who approve it. Use examples without sensitive data for the first discussion.
- 02Define the connections
Sagace reviews your messaging, files and CRM. The scope specifies which data can be accessed and which actions are authorised in each tool.
- 03Check real cases
Test a complete case, an incomplete enquiry and a price change. Check duplicates, statuses and that reminders stop after a reply.
Your questions about quote and customer follow-up automation.
Can AI set the price and send the quote on its own?
The configuration can require human approval before anything is sent. Amounts come from your rules and reference data; an exception, discount or specific commitment must go to the authorised person.
Do I need to change my CRM or quoting software?
Not necessarily. Your tools' connection options need to be checked. When a direct action is not available, a draft or structured record can be a useful first step.
How can I avoid inappropriate follow-ups?
Define exclusions, scheduling and automatic stopping after a reply or closure, depending on what the connection allows. Disputed or sensitive cases can be reserved for human follow-up.
Where should I start if I receive few enquiries?
Start by preparing information and drafts with your professional assistants. A tailored integration may then be justified by repetitive work and the tools to coordinate.
GO FURTHER
Connect this need with other uses in your business.
Explore the uses and areas related to this project.