Workflow
Configuration and quote workflows
Workflows that turn customer requirements into a valid configuration, a price and a quote — for product, service or project work.
This may look different in your business. The same pattern can apply to other workflows where information is collected, checked, compared, enriched, approved, reported or acted on.
What this workflow usually involves
Capturing requirements, validating against rules, selecting options, pricing, generating quotes and routing approvals.
Where it breaks
- Rules live in heads or in PDFs.
- Pricing and configuration drift apart.
- Approval routes are unclear.
Common inputs
- Customer requirements
- Configuration rules
- Cost and price data
- Approval policy
Common outputs
- Valid configurations
- Quotes
- Approval trail
- Hand-off into order or project workflow
Where AI can help
Interpreting unstructured requirements, surfacing valid options, drafting quote narrative and flagging anything outside policy.
Where human review belongs
On non-standard configurations, on commercial concessions and on final customer-facing output.
Systems often involved
- CRM
- CPQ / configurator
- ERP
- Spreadsheets
- Document tools
Example applications
- Product configurators
- Quote and order workflows
- Service / project scoping aids
How value is measured
Time from enquiry to quote, share of quotes valid first time and consistency of pricing.
Where this connects