--- title: Automated B2B Quoting — Proposals in Seconds description: Custom quoting calculators and systems that generate professional PDF proposals in 2 seconds and send them to the client and your CRM. canonical: https://prodigitalkey.com/en/automated-quoting/ lang: en alternates: en: https://prodigitalkey.com/en/automated-quoting/ pt: https://prodigitalkey.com/pt/orcamentacao-automatica/ --- [Home](/en/) › [Services](/en/digital-services/) › [AI & Data](/en/ai-data/) › Automated Quoting ⚙️ B2B COMMERCIAL AUTOMATION # Takes 2 Days to Produce a Quote? Your Competitor Does It in 2 Seconds. In B2B, speed is queen. Your team wastes hours in Excel cross-referencing prices, discount tables and inventory. **We build custom quoting calculators and systems that generate perfect proposals and automatically send the PDF to the client (and to your CRM).** [👉 Build a Web Quoting Tool](/en/digital-diagnostic/?tipo=automacao&_lang=en) [How Does the Workflow Work?](#fluxo) 2s personalised PDF proposal generated and sent to the client +40% average increase in proposal conversion with instant response –8h saved per week on manual calculations and proposal dispatch 0 calculation errors — margins and prices always correct and up to date ## Commercial Friction — Eliminated. Dynamic discount tables? Complex margins? Industrial formulae? We translate everything into an elegant web algorithm. 💻 ### B2B Self-Service Quoting Tool A private landing page where your B2B client selects quantities, materials and variable options, obtaining the exact price on the spot. 📄 ### Automatic PDF Generation When the data is submitted, the system generates an elegant, tamper-proof branded PDF proposal with zero manual intervention. ⚙️ ### Direct ERP/CRM Integration If the client accepts, the proposal instantly converts into a Sales Order in your financial software (e.g. PHC, Odoo). 🔒 ### Approval & Digital Signature The client approves the proposal online with a digital signature, eliminating email back-and-forth and accelerating deal closure. ![Automated quoting system](/images/blog/blog-orcamentacao.webp) "Proposals that used to take 2 days now go out in 5 minutes. We no longer lose deals due to delays." — Commercial Director Catering Company, Lisbon [View full case study →](/en/case-studies/retail-automation/) ## From Meeting to Contract in Days We develop the system, train your team and ensure the first quotes are sent before the end of the month. 01 ### Commercial Logic Mapping We map your pricing formulae, volume discount tables, minimum margins and internal approval requirements. 02 ### Engine Development We build the calculation engine, the PDF proposal template and the integrations with your existing ERP/CRM. 03 ### Go-Live & Training We activate the system with your commercial team, ensure the first real quote is generated correctly and monitor for 30 days. ## The Proposal Has Been Sent — What Now? [🤝 AI Sales Agent The agent automatically follows up on the sent proposal until the deal closes. View → ](/en/ai-sales-agent/)[🤖 Intelligent Automation From accepted proposal to order in the ERP — with zero human intervention. View → ](/en/automation/)[📊 KPI Dashboards See proposal conversion rate and real margin per product. View → ](/en/dashboard-analytics/) ## ROI Calculator Quotes per week: **20** Time per quote (hours): **3** Cost per hour (EUR): **25** Estimated annual savings €0 ## What Our Clients Say Real results. Real names. No fine print. BQ Bruno Q. IT Services Director, Porto ★★★★★ "It used to take 2 to 3 days to send a quote. Now the client fills in the form and receives a professional proposal in minutes. Our close rate rose 40% because we are the first to respond." SF Susana F. Construction Manager, Leiria ★★★★★ "Construction quotes always had manual errors that cost us margin. The automated system calculates materials, labour and margins without fail. We save 15 hours per week." MJ Marta J. Management Consultant, Coimbra ★★★★★ "My clients are impressed by how fast proposals arrive. The system generates custom-branded quotes in seconds. I went from 20 to 35 proposals per month." PG Pedro G. Commercial Director, Manufacturing, Aveiro ★★★★★ "Our industrial quotes involve 200+ raw-material SKUs with prices that change weekly. It used to be a shared Excel sheet full of errors. The quoting engine pulls live prices, computes margins and generates a branded PDF in 90 seconds. Win rate is up 27%." [View all case studies →](/en/case-studies/) ## Frequently Asked Questions Can the system handle complex quotes with many variables? › Yes. The quoting engine supports conditional rules, volume discounts, variable margins per product and dynamic price tables. We have deployed systems with over 200 active pricing rules running simultaneously. How do I update prices when suppliers change their tables? › Updates can be done via file import, direct ERP integration or manual editing in the dashboard. Changes are automatically reflected in all future quotes, with no need to reconfigure rules. Does it integrate with our existing ERP and CRM? › Yes. We integrate with PHC, Primavera, SAP, Odoo and other ERPs, as well as CRMs such as HubSpot and Pipedrive. An approved quote can automatically generate a sales order in the ERP and update the pipeline in the CRM. Does the system support multiple currencies? › Yes. We support quotes in EUR, USD, GBP and other currencies, with exchange rates updated automatically. Ideal for companies with international clients or suppliers outside the eurozone. ## Related Articles [![](/images/blog/blog-orcamentacao.webp) Automated Quoting: From 2 Days to 2 Minutes Read article → ](/en/blog/b2b-automated-quoting/)[![](/images/blog/caso-catering.webp) Catering Company: Quotes in 5 Minutes Instead of 2 Days Read article → ](/en/case-studies/events-catering/) ## Unlock Faster Deal Closure. The era of back-and-forth email negotiations is over. Streamline processes, impress your partner's Procurement team and boost conversion by 40%. [Start a Pilot Project](/en/contact/) [Run an Audit First](/en/audit/)