Automate Your Business's Sale's Quotes
You can automate your sales quotations without having to change your whole software system or go through hours of team training and development on a new software that doesn’t actually fit your business’s needs. Many sales automation platforms are prone to errors, are clunky and do not fit your actual business.
Transform your manual, error-prone quote process into a fast, accurate, scalable and repeatable workflow. By integrating with your existing CAD, ERP, and PLM systems, quotes can be generated in minutes with real-time pricing and configurations. Reduce delays, eliminate costly mistakes, and help your business win more deals with greater efficiency with this streamlined approach.
With Core Group, we can help automate your sales quotation software so that it fits your business.
The Problem:
Long, Complicated Sales Quotes
Without a streamlined approach, the quoting process can quickly become a dreaded bottleneck, often taking weeks just to pull together the right information, verify pricing, and secure necessary approvals. Sales teams waste valuable time chasing details, while potential customers wait and grow impatient.
This drawn-out cycle creates frustration for everyone, slowing down your overall sales momentum and hurting profitability.
The Problem With Your Sales Quote Automation
Right now your quoting process probably has too many manual steps, too many people involved, and too many spreadsheets. Or maybe you already have a program or software for sales automation. Unfortunately, half your team doesn’t like how your sales software works; it creates more problems than solutions, and by the time the sales quote is created, it does not land with your customer.
Thankfully, we have a solution.
Complex configurations can lead to mistakes, costly revisions, and frustrated clients.
Traditional quoting methods often take weeks, slowing down your sales cycle.
Delays mean potential customers may choose competitors with faster responses.
Your engineering and sales teams are pulled away from higher-value tasks when stuck in quote prep.
Our Experience With Sales Automation Software
We have seen sales automation issues with Odoo, Salesforce, QuickBooks, Autodesk, and many more programs that are supposed to make life easier for your sales team so they can increase productivity. We will work closely to diagnose the sales automation problems you are experiencing and fix them to serve your team.
Improve Your Sales Automation Software
Core Group Company can help you make quoting a seamless process that you can do repeatedly. This means that your team can make quotations quicker, with fewer mistakes, and with greater communication across marketing, sales, operations, and leadership.
Sales Automation Software We Have Expertise In
We provide sales quotation automation that works with platforms like Odoo, Autodesk, Microsoft, and industry solutions like Track TraceRx. It also works with your current CAD, ERP, and PLM systems.
When Sales Quoting Slows Down Your Business Operations
Most companies don’t lose leads because they can’t deliver quality services. They lose business because their sales quoting automation lacks speed, clarity, and accuracy. Many businesses waste too much time developing their sales quote, checking pricing on materials and availability, and compiling data that could be automated and readily available at a moment’s notice.
Years of Software Integration Experience
Common Bottlenecks In Sales Quoting
Below are the most common things that slow down your sales quoting process.
1. Sales Quotes Take Too Long
A quote that should take hours turns into days or weeks because information is scattered across tools and people.
2. Sales Quote Errors
Errors that cause rework, lost profits, or broken trust are caused by complicated parameters, pricing regulations, and changes.
3. Sales Depends On Multiple Internal Team Members
Instead of doing more important work, your top technical staff are stuck calculating material costs, time, and a variety of aspects of the job over and over again.
Years of Experience
Our Solution:
Automated Sales Quotes
We’ve helped many manufacturers and construction firms cut quote lead times from weeks to minutes, without sacrificing accuracy.
No more manual adjustments—get real-time pricing and configurations at the click of a button.
Connect with your existing CRM, CAD, or ERP systems (including Autodesk, Microsoft, and SAP) for a complete, streamlined workflow.
Sales reps, engineers, and project managers can work together in real-time, wherever they are.
Automatically update quotes with the latest material and labor costs, ensuring you never lose margin to outdated data.
Stop Losing Business Because Of A Slow Sales Quote Process
A slow quotation response makes the customer believe you aren’t a good fit for their business, even if your solution or product is superior. It is time to stop losing business and losing money with an antiquated sales quotation process. It is time to start automating your sales process.
A Sales Automation Software & Process For Your Business
Unlike many software companies that try to approach sales quote automation as a one-size-fits-all, we recognize that your business is different. We work closely with you to learn about your existing sales process, where the challenge areas of your sales process are, and what slows down your sales. This is what allows us to provide high-quality custom sales automation for your business.
Custom Sales Automation Software
For most businesses, the true advantage is when the quotation process is linked to the rest of the organization. This is what Core Group Company does best.
Advanced Sales Quotation Automation Linked To Your Entire Business
There are so many ways to integrate your sales into your company. Here are several ways we can automate your quoting and seamlessly integrate it with your manufacturing, construction, and shipping workflows:
CAD systems for information on products and configurations, such as Autodesk tools. If your CAD system is integrated into your sales process, it can determine the time and materials involved with past projects to help guide new projects' quotes.
ERP systems for pricing, inventories, procurement, and calculating how much a project will cost.
PLM systems for rules about products, changes, and engineering controls. PLMs are useful when they are accurate and integrated into your business.
It is important that CRM and sales solutions allow your team to quote, monitor, and follow up on a regular basis. Improving your customer retention will increase your sales.
What Happens When You Automate Your Sales Quotation Process With Custom Software?
The end result of a tailored sales quote automation software to your specific business processes is a quotation procedure that is quicker, cleaner, and simpler for the whole company. This will benefit not only your sales team but every aspect of your business.
How Sales Quotation Automation Works For Your Business
Instead of your team having to chase down information to produce accurate quotations, the quoting process becomes a guided workflow that provides your sales team all the details they need to produce an accurate sales quote quickly.
1. You Set The Rules & Pricing For Your Software
We collaborate with your team to document how quotations should be made, including the settings, choices, price criteria, margin needs, and approvals.
2. Quotes Based On Data From Your Software System
Quotes come from the same places your organization currently gets information from, such as CAD models, ERP price lists, product rules, labor considerations, and current prices. If specific jobs keep resulting in lost revenue for your business, then the custom sales automation software should correct the pricing in future quotes.
3. Sales Quote Approvals Should Be Straightforward
Your team can examine, approve, and finalize quotations in a consistent way, instead of having to deal with email chains, additional requests, vague information, and version confusion.
Has your team ever accidentally sent the wrong version of a quote and lost the project? Or worse, you acquired the sale, but it was quoted incorrectly, and you ended up losing a large amount of revenue due to the sales quote error. Sales automation software integration can help stop this problem from ever occurring again.
4. Quotes Are Sent Out Quickly & Correctly
Your client gets a quality estimate fast, with fewer mistakes and adjustments back and forth.
Why do companies spend money on automating sales quotes for their organization? When done well, sales quotation automation usually makes things better in the following ways:
- Faster Turnaround Time: Get quotes out in minutes or hours, not days or weeks.
- Fewer Manual Errors: Reduce costly mistakes caused by copy/paste, outdated price sheets, and inconsistent calculations.
- Better Sales Margins: Dynamic pricing and real-time cost inputs help prevent underquoting and margin erosion.
- Less Strain On Team Members: Engineering and operations teams stop getting stuck in repetitive quote support.
- Improved Customer Experience: Faster response times and clearer quotes help buyers move forward with confidence.
How It Works
A Streamlined Path to Accurate, Instant Quotes
In just a few clicks, your team can configure even the most complex products and instantly generate error-free quotes.
Set up rules, configurations, and pricing models once.
Your sales team or customer chooses product specifications, and the system instantly generates a quote.
Built-in workflows allow for quick internal reviews and final touches.
Deliver an accurate, professional quote in minutes—no back-and-forth emails required.
Case Studies
Real-World Results
We used to lose business because of slow quotes. Now, we send fully itemized, accurate quotes almost immediately—and our sales have grown by 25%.
We used to lose business because of slow quotes. Now, we send fully itemized, accurate quotes almost immediately—and our sales have grown by 25%.
We used to lose business because of slow quotes. Now, we send fully itemized, accurate quotes almost immediately—and our sales have grown by 25%.
Clients have seen their quote turnaround shrink from weeks to mere minutes, while also cutting down on manual errors by up to 90%. This seismic improvement in speed and accuracy drives happier customers, more closed deals, and a meaningful boost to your bottom line.
Reduced Time-to-Quote
Clients have seen sales quote turnaround go from two weeks to under 15 minutes.
Greater Accuracy
Eliminated 90% of manual errors, boosting customer satisfaction.
Higher Conversion Rates
Faster response times lead to increased closed deals.
Industries We Specialize In Sales Automation
Core Group Company works in places where quoting is hard and accuracy is important. Below are a few industries we specialize in sales automation:
- Construction Software Automation For Sales
- Home Services Sales Automation
- Manufacturing Sales Automation
- Pharmaceutical Sales Automation
These industries generally use more than one software system that doesn’t automatically connect to the others. That’s why having us link all of your business’s software together is generally the most important part of making quotation automation work.
Why Core Group Company for Sales Automation?
1. There are a lot of businesses that can “build something for sales automation.” Core Group Company works on making quotation automation that works with your actual business processes, not a separate product that makes additional workarounds.
2. We can work with the platforms you already have. We create quote processes that interact with the platforms you currently use, whether you use Odoo, Microsoft, Autodesk, or TraceTrackRx to manage regulated operations.
3. We don’t only think about quotation. It’s helpful to automate a quotation, but the real value comes from linking quoting to how your organization works in real life, such as sales handoffs, marketing automation, production planning, buying, and reporting.
4. We create to make things clear and easy to repeat. Without internal hands-on knowledge, your procedure should function the same way for every salesperson, estimator, and branch location.
Why Choose Us
Bridging Expertise and Innovation
At Core Group Company, we don’t just deliver a product—we become an extension of your team. Our hands-on approach ensures every solution is tailored to your unique workflows. Plus, our ongoing commitment to research and development means you always benefit from the latest technological advancements.
We look at your entire operation, not just isolated processes.
Our partnerships with Microsoft, Autodesk, and SAP ensure a future-proof solution.
Our solutions aren't standard pre-packaged products. Unique problems require unique implementations.
We’ve helped companies in manufacturing and construction reduce lead times, minimize errors, and maximize ROI.
Contact Us
Ready to Transform Your Quoting Process?
Don’t let outdated quoting methods hold you back. Accelerate your sales cycle and win more business with automated sales quotes.
545 3rd Street, Unit 1814, Monument, CO 80132
FAQ: Quotes for sales that are done automatically
1. What does it mean to “automate my sales quotes”?
It means leveraging rules, integrations, and processes to cut down on human effort so that your system can provide accurate quotations based on actual data from the tools you currently use.
2. Do we need to replace our ERP or CAD system to automate our sales?
Not in many circumstances. When it comes to automating sales quotes, it’s usually preferable if it works with your existing CAD, ERP, and PLM systems instead of replacing them.
3. Can sales automation work if our quotes are complicated and customized?
Yes. Automation frequently gives the best return on investment (ROI) when it comes to complex quoting, particularly when price logic and configuration rules can be made the same for everyone.
4. Which sales automation platforms do you work with?
Core Group Company can help you automate sales quotes using platforms like Odoo, Autodesk, Microsoft, and many, many more. We can also connect to industry-specific systems like TraceTrackRx, depending on your situation.
Contact Us To Automate Your Sales Quotes
Let’s discuss if you want sales quotation automation that works with your systems and your actual workflow.
First, we’ll learn about your present quoting process, the platforms you utilize, and where the problems are coming from. After that, we’ll build a strategy that makes quoting easier and connects it to the rest of your organization.