ICAEW Annual Conference 2024 Recap
Last week, we had the privilege of being a key partner at the ICAEW Annual Conference 2024 in London—an event
Build business applications with no coding knowledge
Save time & say goodbye to manual, repetitive tasks
Standardise & automate your business processes
Remove repetitive tasks from your team’s to-do list with UniFi Automation software
Automate accounting processes with ease
Centralise data from multiple systems via API
Retrieve, visualise, analyse & report on data
Cloud-based work OS for desktop & mobile
Attach documents to workflows & automate distribution
Two-way Excel integration reduces manual data re-keying
Full users get access to all current & new applications
ML services can be easily added to your applications, allowing you to benefit from Artificial Intelligence
Easily apply AI services to any field in your applications to imitate human behaviour
Automate Repetitive Tasks and Boost Productivity Across Your Organisation
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Last week, we had the privilege of being a key partner at the ICAEW Annual Conference 2024 in London—an event
Artificial Intelligence (AI) has become a buzzword across industries, promising revolutionary changes and enhanced efficiencies. However, as the allure of
The UniFi platform gives you extensive features for limitless use cases. These features enable you to automate the quotation process and replace your quotation software.
Not only can UniFi replace your Quotation Software, but it can also replace all other 3rd party software. Reducing your need to manage multiple disparate systems and helping reduce your costs. It’s one platform to replace them all.
The Quotation App makes quotations simple and efficient. With UniFi, you can quickly create and send quotes and get them approved in no time.
Using it’s powerful Integration and Middleware Engine, UniFi can connect to other core business systems in your organisation such as your accounting system, CRM system, pricing system, and so on.
With this level of integration , UniFi can seamlessly pull items and their list prices from the relevant systems (or within UniFi via reference data), to automatically populate your quotations.
UniFi can also apply your corporate discount (or whatever you’ve negotiated with the customer) to those prices.
When an order is made as a result of the quotation, you can be confident that it has all the correct prices, item numbers, and descriptions.
With this, all you have to do whenever a request comes in from a customer is select the correct quantity of the item in a dropdown box and everything else is done for you.
UniFi can also support internal quotation processes. What this means is if your sales team receives an order via other channels such as phone or email, they can create a quotation internally in the system so that it is tracked and stored in your organisation’s database.
What’s more, you can use UniFi to easily create a custom quotation app with multiple dropdowns and incorporate processes that are held in these other systems.
UniFi bots are designed to mimic the activities of human users so you can streamline operations, reduce manual tasks, and enhance productivity – all in the background without human input. Bots can imitate and perform routine actions that normally take a chunk of your team’s valuable time.
Find out more about our bots here.
The use case, Quotations, on this page can be completed by a bot. However, it’s important to note that UniFi bots offer incredible flexibility and can be adapted to any use case you can imagine. The below table showcases some of the current ways users are leveraging bots, but these are just a few examples. The possibilities are virtually limitless and constrained only by your creativity!
Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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Other Sales (O2C) Use Cases
If you have a unique requirement or use case that’s not listed on this page, it’s highly likely that it’s creatable or configurable in UniFi, please speak to our team and we’ll be happy to discuss your options
Enter your details below to get a free demonstration of UniFi and see how you can automate and streamline your processes.
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