Marketing & Sales

Quentin Quotino

Quotation automation

Let this template be your director of advanced quotations based on a line up of (connected) variables. Support automated quotation with real time data.

Key features

Automate advanced variable pricing

Connect datasources

Consistent pricing models, differentiated variables per product or location

Similar real-world cases

Key features of this template

Create a setup of articles and pricing rules

Add new variables and connect them with external resources

Automate quotations and generate PDF documents

Add SLA terms per customer and apply on proposals automatically

Connect and sync with ERP for actual customer data and contact persons

Optimized for desktop and mobile use

Enhance it with AI

Optimize quotation pricing by using an AI to implement dynamic pricing models.
Stay ahead of market trends by using an AI to analyze competitors and adapt quotations accordingly.

More information about combining Triggre templates with AI >>

Suggested AI:

Connect with ...

Salesforce

Pipedrive

Office 365

... and any other external service thanks to Triggre's native Web APIs functionality!

Tips for customizing your template

Extend service level variables

Connect with external data source to update prices and discounts

Extend approval workflow with on the fly editing or multi level approvals

How do I use this template?

Go to the dashboard of your Triggre Designer. There's a slider where all templates are shown. Go to the template you want to use by clicking the arrows left or right and click Load template. It will be loaded into your Designer instantly.

For more information about using templates, please take a look at our Knowledge Base articles about this topic.

How do I use this template?

First, download the template using the button below. Create a free Triggre account. Then, go to the Triggre Designer and click on "Versions". Click on the "Add" green button and then "Upload new version". Select the template file, and it will be loaded into your Designer instantly.

Download template

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