Automated quote creation means: enquiries are captured automatically, the draft is built from your templates and price lists, with AI support if you like, and after dispatch the system follows up on its own. NordFlux builds this process so that all you do is review and approve. The rest is handled by the workflow, without anyone having to remember it.
Enquiries arrive by email, phone and contact form, and then the tinkering begins: find the old quote, swap out customer data, check prices, copy line items together. One hour of work turns into three days of lead time, because sales has other tasks too.
We don't automate the whole company at once, but the chain from enquiry to follow-up. Each building block works on its own, together they become a process.
Enquiries from the email inbox and contact form are read out and logged as a structured case, in the CRM or in a simple list. The customer immediately gets an acknowledgement of receipt with a contact person, instead of hearing nothing for days.
Impact No enquiry slips through anymoreThe system pulls together customer data, text modules and current prices from your sources and creates a finished draft with line items and terms. An AI can pre-draft descriptions, based on your previous quotes and in your wording.
Savings 1–3 h per quoteThe draft goes to the responsible person for review, by email or Teams. Approve, adjust or reject, every decision is logged. No quote leaves the house without a human eye on it.
Impact Control stays with youAfter approval the PDF is generated, sent and filed in the right customer folder. The status in the CRM or ERP system is set, the follow-up reminder created along with it.
Savings 2–4 h per weekIf there is no response after a defined deadline, a friendly reminder goes to the customer or a task goes to sales. You decide the tone, timing and number of reminders, the system sticks to it.
Impact No quote fizzles out anymoreWhich tool fits depends on your systems: ERP, CRM, Microsoft 365 or a mix of everything. We choose by use case, not by favourite tool.
Flexible and self-hostedConnects email inbox, CRM, ERP and document generation even when no ready-made connector exists. Runs on German servers if you wish, your quote and price data stay with you.
An agent reads the enquiry, recognises what the customer needs and suggests suitable line items and descriptions. A tool does the same step faster, an agent takes the step off your hands.
Microsoft 365When your quotes are created in Word and live in SharePoint or Outlook, Power Automate is often the shortest route. Approvals run directly in Teams, without an extra system.
From the first conversation to a running quoting process in 30 days, at a fixed price instead of an open timesheet.
60 minutes, no obligation. We look at how quotes are created at your company today, where the time is lost and what can be automated.
You get a concrete proposal: which building blocks, which systems, which price. Only once you agree do we start.
We build the process with your templates, price lists and systems. You test with real enquiries before anything goes to customers automatically.
You see every step of the process and can adjust or stop it yourself. Documentation and briefing are part of the fixed price.
Where quotes are created by copy-paste, invoices, order confirmations and onboarding usually look similar. On the overview page for process automation we show which other workflows are worth it too.
In the free initial analysis we go through your quoting process once in full, from enquiry to follow-up. 60 minutes, no obligation, no sales pressure.
Sie bekommen nach der kostenlosen Erstanalyse einen Festpreis, abhängig davon, welche Bausteine Sie brauchen und welche Systeme angebunden werden. Ein einzelner Baustein wie das automatische Nachfassen ist deutlich günstiger als die komplette Kette von Anfrage bis Versand. Es gibt keinen offenen Stundenzettel und keine laufenden Pflichtkosten für unsere Arbeit.
Nein, die KI erstellt einen Entwurf, die Freigabe bleibt immer bei einem Menschen. Sie formuliert Beschreibungstexte vor und schlägt Positionen vor, auf Basis Ihrer eigenen Vorlagen und Preislisten. Kein Angebot verlässt das Haus, ohne dass jemand aus Ihrem Team es geprüft und freigegeben hat.
In den meisten Fällen ja, entweder über eine vorhandene Schnittstelle oder über Exporte und Importe, die wir automatisieren. Ob Ihr System eine API hat, klären wir in der Erstanalyse. Auch mit Excel-Preislisten und Word-Vorlagen lässt sich schon viel erreichen, ein Systemwechsel ist keine Voraussetzung.
Nach unserem 30-Tage-Modell läuft der automatisierte Angebotsprozess einen Monat nach Projektstart produktiv. Erste Bausteine wie die automatische Erfassung von Anfragen sind oft schon nach ein bis zwei Wochen im Einsatz. Sie testen jeden Schritt mit echten Anfragen, bevor er live geht.
Nicht, wenn Sie die Regeln setzen: Sie bestimmen Wartezeit, Tonfall und wie oft nachgefasst wird, zum Beispiel eine freundliche Erinnerung nach sieben Tagen. Die Mails klingen wie von Ihnen, weil sie aus Ihren Formulierungen gebaut sind. In der Praxis kommt Nachfassen besser an als Funkstille, denn viele Kunden haben das Angebot schlicht im Posteingang verloren.
