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Quotation Automation

Automate the Quotation Process and Replace your Quotation Software

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. 

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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. 

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UniFi Bots

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.

UniFi currently has 5 bots:
This bot runs in the background. It automates complex, repetitive tasks traditionally performed by humans, reducing errors and freeing up time for more strategic activities.
This bot automates the extraction of data from incoming emails to create purchase invoice transactions, speeding up financial processes and reducing manual data entry
This bot enhances automation by providing AI-driven insights and context recognition, enabling advanced tasks like automatic expense categorisation to streamline accounting processes and minimise human error.
This bot automates routine and time-sensitive tasks by allowing you to set schedules across multiple UniFi apps, ensuring consistent and accurate workflow management.
Integrates seamlessly with external platforms, automating data flow and reducing manual intervention while enhancing accuracy and enabling real-time alerts, such as financial changes with the Companies House connector.

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!

Bots Use Cases

  • Key Benefits
  • Replace your Quotation software with a platform that has multiple use cases. Saving you time and money
  • Integrates with your system to get list prices
  • Build your own pricing within UniFi
  • Automatic corporate discount application
  • Integrate easily with e-signature platforms
  • Integration with other core business systems such as accounting, CRM, and pricing systems
  • Create a custom quotation app with multiple dropdowns

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

UniFi Features

No-code Application Builder

Business Process Management

Automation

Accounting Automation

Middleware & Integration

Excel Add-in

Work OS

Workflow Creator

Business Intelligence

Document Management

Pre-installed Foundation Apps

Artificial Intelligence

OCR/Autonomous Data Capture

Bots

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