---
title: "Quote automation for B2B — go from chaos to quote in minutes | Configo"
description: "Quote automation for Danish B2B companies. Configo uses your ERP (Uniconta, Business Central, Visma) to configure, price, and generate professional quotes automatically."
canonical: "https://configo.ai/en/quote-automation"
locale: "en"
last_updated: "2026-06-17"
---

Category guide

# 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.

[Book a demo](/en/contact)[See how it works](/en/cpq)

configo.ai

![Quote automation in Configo](/assets/quote-builder-DKQdJXG4.png)

## 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.

[Book a demo](/en/contact)[See the CPQ platform](/en/cpq)