From manual proposal drafting
to a structured quotation flow.
A carpentry company in Copenhagen relied on a largely manual process to prepare customer quotations. Project information had to be collected, transferred into documents and adapted for each request, creating repetitive administration and making consistency harder to maintain. The work focused on structuring the proposal process and automating selected steps from customer input to a proposal ready for review.
The challenge
Preparing a quotation for a carpentry project requires more than inserting a price into a document. Customer details, scope, materials, project conditions, pricing and other relevant information need to be brought together accurately before anything can be sent.
For the company, much of this process depended on manual document preparation. Information had to be transferred between sources, repeated content recreated or copied, and individual proposals adjusted one by one.
This created unnecessary administrative work and increased the dependence on individual employees remembering which information, wording and document elements needed to be included.
The challenge was therefore to create a more consistent quotation process without removing the flexibility required for projects that naturally differ from one customer to another.
The approach
The work began by identifying which information was required to prepare a quotation and separating standard information from the details that changed from project to project.
Customer and project data was then structured so it could be reused in the proposal-generation process instead of being manually copied into each new document.
Reusable templates created a consistent foundation for elements such as document structure, standard wording and branding, while project-specific fields remained available for the information that required individual adjustment.
Selected parts of the document-generation process were automated so relevant information could be assembled into a proposal more consistently. A review step remained part of the process so pricing, scope and other important details could be checked before anything was sent to the customer.
The objective was not to remove professional judgement from quotation work. It was to automate the repetitive document tasks surrounding that judgement so the company could spend more attention on the actual project, pricing and customer dialogue.
The impact
The carpentry company gained a more structured foundation for preparing customer quotations. Proposal creation could follow a repeatable process rather than starting from a largely manual document workflow each time.
Reusable templates and structured project information helped create greater consistency across proposals while still allowing individual projects to be adapted where necessary.
Automation reduced the dependence on repetitive copying, document preparation and manual coordination around selected parts of the process, while the final commercial and technical judgement remained with the people responsible for the project.
The case reflects SR Konsul's approach to business systems: standardise what should be consistent, automate what is repetitive and preserve human judgement where the work requires it.
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