2. Quotation and order management

Goal: Fast, error-free, and traceable quotation processes.


Digitizable processes:

  • Quotation creation: Automated quotation configuration (e.g., CPQ tools – Configure, Price, Quote).
  • Electronic approvals: Digital workflows for price approvals.
  • E-signatures: Signatures via DocuSign or AdobeSign.
  • Order transfer: Automatic transfer to the ERP system after approval.


Effect: Shorter quotation cycles, fewer errors, higher closing rate.