Quote automation
The short definition: quote automation is letting software configure, price, and document a quote — instead of the salesperson doing it manually with ERP, Excel, and the product catalog. The result is faster quotes, fewer errors, and a sales process that does not depend on individuals.
What does quote automation involve in practice?
In practice, quote automation consists of three connected steps: configuration (choose product + variants via rules), pricing (calculate line and total price from ERP data), and document generation (generated PDF or quote page ready for the customer). Each step is deterministic — the same input gives the same output, regardless of who presses the button.
The underlying technology is typically called CPQ (Configure, Price, Quote). Configo is a Danish CPQ platform built for B2B companies with complex products or bill of materials-based quotes — typically machine manufacturers, surface treatment, project sales, and dealer management.
Four building blocks of an automated quoting system
Configuration in minutes
The salesperson is guided through product selection by rules instead of consulting the product catalog — from chaos to a finished quote in minutes.
Pricing without calculations
Material prices, discount tiers, and gross margin are calculated automatically from ERP data — no Excel sheets in the background.
Error-free documents
Generated quote documents follow the same template, the same product rules, and the same pricing logic — regardless of who creates the quote.
ERP as single source
Quote data flows directly from Uniconta, Business Central, or Visma — no double entry and no copy-paste.
How much time is saved?
In Configo's customer cases, we typically see a 50–80% reduction in quote time after full implementation. Alulock measured 79% faster quotes (2025) — from 30+ minutes per quote in the manual workflow to under 6 minutes automated. The time savings come from three things: no manual lookups in the product catalog, no Excel price calculations, and no formatting of the quote document.
The result is not just speed. When the salesperson can create a quote in minutes, they can respond while the customer is still warm — and that increases the win rate.
Frequently asked questions about quote automation
What is quote automation?
Quote automation is the process where a B2B company uses software (typically CPQ — Configure, Price, Quote) to automate configuration, pricing, and generation of quote documents — instead of having the salesperson collect data manually from ERP, Excel, and product catalog.
When does quote automation make sense?
When the product has variants, rules, or pricing structures that make each quote unique — typically machine manufacturers, surface treatment, project configuration, assembly companies, and B2B distributors with complex discount chains.
How much time savings is realistic?
Our Alulock case shows 79% faster quotes (measured in 2025). The industry average for Danish CPQ implementations is a 50–80% reduction in quote time, depending on complexity and ERP maturity.
Do I need to change ERP to automate?
No. Configo sits on top of the ERP you already have — Uniconta, Business Central, Visma, or e-conomic — and pulls product data, inventory, and prices from there. Quote data is sent back as an order when the customer accepts.
See what Configo can do with your ERP
Book 30 minutes — we’ll show offer automation where your own product catalog is what we configure.