Open-quotation visibility
See the customer, quotation value, date sent, sales owner, current status, next action and follow-up deadline in one managed view.
INDUSTRIAL & TECHNICAL DISTRIBUTORS
Stop valuable quotations from going cold.
AutoZen gives every open quotation an owner, next action, follow-up deadline and final outcome—while your sales team keeps control of pricing, products and customer promises.
REVENUE RECOVERY FLOWAZ / RFQ
01
Quotation enters the pipelineCustomer · value · date · sales owner
02
Next action stays visibleReminder · draft · deadline · escalation
03
Final outcome is recordedWon · lost · waiting · revised · no response
Human-approved where judgment matters
THE REVENUE LEAK
A quotation is not finished when it is sent.
Industrial sales teams often manage quotations across inboxes, spreadsheets, WhatsApp and CRM. When the next action is unclear, valuable opportunities can sit without an owner or follow-up deadline.
AutoZen creates a controlled follow-up layer around the process. It does not decide prices, promise stock or replace the salesperson. It makes sure the next action remains visible until the buyer gives a clear outcome.
01 / THE SYSTEM
Four controls for every open quotation.
Follow-up management
Detect unanswered quotations, remind the responsible salesperson, prioritize valuable opportunities and escalate important overdue actions.
Human-approved messaging
Prepare email or WhatsApp follow-ups, clarification requests, revision reminders and final close-or-continue messages for review.
Outcome tracking
Record each quotation as won, lost, waiting, revised, no response, delayed by the customer or delayed internally.
02 / MANAGEMENT REPORTING
Know what is open, overdue, won and lost.
The operating view can track total quotation value, follow-up completion, quotation age, outcomes, loss reasons and performance by sales owner. Reporting is configured around the data your team can reliably provide.
01System monitorsOpen quotes, owners, deadlines and status
↓02Salesperson actsApproves the right message or next action
↓03Management seesOutcome, delay, age and follow-up completion
03 / WHO IT FITS
Built for valuable, repeatable B2B quotation workflows.
Recurring quotation volume
Your team normally sends at least 20–30 quotations per month and needs a dependable follow-up view.
Multiple sales owners
At least two people handle enquiries or quotations, making ownership and escalation important.
Valuable B2B orders
Each missed or delayed opportunity matters enough to justify disciplined follow-up and reporting.
Usable quotation data
Your current process can provide essential fields through email, spreadsheet, CRM, ERP export or suitable integration.
04 / 30-DAY PILOT PROCESS
Prove the workflow before a larger rollout.
Map
Trace how RFQs arrive, quotations are sent, owners are assigned and follow-ups happen today.
Configure
Define statuses, deadlines, approval points, escalation rules and the minimum required integrations.
Pilot
Run a bounded set of real quotations through the controlled workflow with your sales team.
Review
Measure usage, follow-up completion and outcomes, then decide whether a wider implementation makes sense.
DESIGNED AROUND YOUR CURRENT STACK
EmailWhatsAppSpreadsheetsCRMERP exportsAPIs
05 / FREQUENTLY ASKED QUESTIONS
Before you start.
Does the system send customer messages without approval?
Not by default. AutoZen can prepare the next follow-up while the responsible salesperson checks pricing, availability and customer commitments before anything is sent.
Can AutoZen work with our current quotation process?
We design around the tools you already use, including email, spreadsheets, CRM and ERP exports where suitable access is available. The strategy call confirms what can be connected safely.
Which companies are a good fit?
The strongest fit is an industrial or technical distributor with recurring valuable quotations, at least two salespeople and limited visibility into whether every quote receives the next follow-up.
How do we start?
We first map your current RFQ-to-PO process. If the workflow is suitable, we define a controlled 30-day pilot using a bounded set of quotations before a larger implementation.
START WITH THE CURRENT PROCESS
Where do your quotations go after they are sent?
Book a free strategy call. We’ll map the follow-up process and tell you honestly whether your quotation volume, sales team and available data make this system worthwhile.