Quotation workflow pilot

A small quotation workflow test,
before any integration.

Use real redacted commercial input and judge the output on your own process.

48 hours after complete pilot input is received.

Email Eric about a pilot

01 / Before quotation

Quote-Ready Sprint

Move worthwhile RFQs toward a cleaner quotation review without immediately adding more manual first-pass work.

What you send

Up to 10 redacted RFQs / technical enquiries.

Optional: relevant BOM, drawing or specification.

£300 fixed

48 hours after complete pilot input is received.

No CRM / ERP integration.
No customer-system credentials required.

What you get

For each RFQ:

  • Confirmed requirements
  • Missing / ambiguous information
  • Quote blockers
  • Clarification questions
  • Internal quotation brief
  • Draft customer response
  • Quote-readiness status
  • Recommended next action

Your team’s decision. Final technical feasibility, engineering, pricing, lead time, compliance and quotation approval remain with your team.

02 / After quotation

Quote Recovery Sprint

Separate quotations that genuinely need action from waiting states and opportunities that already have a visible next step.

What you send

20–50 anonymised quotation rows or a limited set of recent quotation threads.

Example fields: quote reference, quote date, value if available, status, last action, owner and next-action note.

£300 fixed

48 hours after complete pilot input is received.

No CRM access required.

What you get

  • Prioritised recovery queue
  • Age / inactivity review
  • Visible-next-action flags
  • Reason each item needs attention
  • Recommended next action
  • Ready-to-send follow-up
  • REVIEW / do-not-chase classification

Review before follow-up. Priorities are based only on the supplied quotation data. Waiting states and incomplete evidence remain for review; commercial judgement stays with your team.

The output, made visible

See what the output looks like.

Two illustrative reviews show the format and level of detail. They are examples, not customer results.

Illustrative Quote-Ready review example

Quote-Ready review

Confirmed inputs, quote blockers, readiness and a draft clarification — with missing information kept visible.

Illustrative example. No customer data used.

Open Quote-Ready example PDF
Illustrative Quote Recovery review example

Quote Recovery review

A priority queue with reasons, next actions and a proposed follow-up — with waiting states left for review.

Illustrative example. No customer data used.

Open Quote Recovery example PDF

Only what the review needs

Designed for a
low-friction test.

You can redact customer names and unnecessary identifiers before sharing pilot material.

Only provide the commercial / technical information needed for the agreed review.

The pilot does not require

  • CRM credentials
  • ERP credentials
  • Mailbox access
  • Customer login
  • Bank/payment data
  • Unrelated personal information

If your organisation requires a specific confidentiality, DPA, retention or deletion process, confirm that requirement before sending material.

The boundary is deliberate

Human-reviewed,
not an automatic quotation engine.

The output is a structured commercial first pass.

STRUCTURED FIRST PASSYour team decides
01

Your technical judgement

Technical feasibility, engineering decisions, product selection and compliance remain with your team.

02

Your commercial approval

Pricing, lead time and final quotation approval remain with your team. EGuo Labs does not replace sales engineers or estimators.

03

Supplied evidence only

Missing information stays visible. Follow-up priorities remain subject to commercial review; a waiting state is not automatically a reason to chase.

Eric Guo / EGuo Labs

Independent focus. Practical workflows.

EGuo Labs is an independent workflow practice focused on practical automation for technical B2B work.

I build small, testable systems around real commercial workflows before proposing larger implementation work.

Eric GuoEGuo Labseric@eguolabs.com

A practical starting point

Have one RFQ or quotation sample worth testing?

Customer/company names can be removed before sending a sample.

Email Eric
Contact Eric directlyeric@eguolabs.com

Fixed-scope pilot

£300 fixed

48 hours after complete pilot input is received.

No CRM or ERP integration required.