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.

