An automated quotation generation system dramatically speeds up the process of producing professional and accurate quotations. This frees up valuable time and allows a sales team to focus on building relationships, nurturing leads, and ultimately, closing more deals. It also allows for better tracking and analysis, and offers valuable insights into quotation activity. In terms of customer experience, an automated system provides a self-service functionality, allowing customers to explore options at their own pace and generate their own quotations on demand.

The design approach for such an automated system varies based on factors like service breadth, price change frequency, desired system maintainability, intended customer experience, etc. For example, a company offering three services could have a quotation template per service and a database for latest pricing. A workflow designed with a platform like Make takes a customer's request via a form, intelligently directs it to the relevant quotation template based on the chosen service, and pulls current pricing from the database to instantly generate the quotation. Alternatively, the company could use an AI agent for the quotation system's interface and to seamlessly connect it to other processes—enhancing overall customer experience.

My key achievements in this project were as follows:

• Utilising a single quotation template for a company that offers two services with relatively stable pricing.

• Developing the template to have a self-adjusting architecture, ensuring that requesting one service would result in a quotation without elements of the other service.

• Making the system available to anyone through an interactive online form that displays a quotation download button at the end, without requesting contact information.

• Building the system entirely on Jotform, and without AI or any app/scenario integrations.

The project was for Talepager Studios, a creative agency that offers AI-powered voice-over and website spokesperson services, which you can explore from the promotional videos and catalogue I created and embedded on the form. I also created a customer support AI agent and a portfolio web app for the company.

The form guides the user step by step, showing the next couple of fields once it has received a response to the preceding ones. This subtly informs the user about any skipped questions, rather than displaying an error. The form also shows only the fields relevant to the initially selected service. It also retains entered data, allowing users to navigate between services without losing their progress. The form also remembers the selected voice artist or spokesperson, and subsequently refers to them by their pronouns (he/she, his/her, him/her).

Use the button below to see my automation in action. You'll observe that each automatically-generated quotation adheres to Talepager's pricing guide. Your feedback on my workflow automation and UI/UX design skills would be invaluable.