TételívTÉTELÍV / QUOTATION GUIDE
When does quotation automation pay for itself?
ROI starts with the value of working time actually released, minus the service fee and additional operating costs. Include draft review, corrections and handover in the calculation. A faster first response alone does not prove a financial return.
What should the pilot measure?
For requests of comparable difficulty, measure total active handling time: extraction, product search, pricing, review, correction and handover. Record waiting time separately because waiting for a customer and a colleague actively working are different measures.
Break results down by document format and product family. Include unsuccessful cases so difficult requests do not disappear from the average. Agree acceptance thresholds before measuring results.
The calculation
- Monthly hours released = monthly requests × minutes saved per request ÷ 60.
- Monthly capacity value = hours released × fully loaded internal hourly cost.
- Monthly net operating benefit = capacity value × financially realised share − monthly service fee − additional operating costs.
- Simple payback period = one-time implementation fee ÷ positive monthly operating benefit.
Released time represents capacity value, not automatic cash savings. The financial effect depends on how that capacity is used and which costs actually change.
A transparent fictional example
At 500 monthly requests and 8 minutes saved per request, the workflow would release 66.67 hours. At an internal hourly cost of £30, that is £2,000 in monthly capacity value. Assuming 100% financial realisation of the released capacity, a £890 monthly operation fee and no other additional cost, the difference is £1,110 a month.
Under those assumptions, the £2,950 full rollout fee has a simple payback of approximately 2.7 months. The £750 pilot fee is included in the rollout fee and is not added twice. This is a calculation example, not a customer result or a promised saving.
If the time saving is only 3 minutes, capacity value falls to £750 under the same assumptions and the monthly balance becomes negative £140. If only 50% of the 8-minute saving is financially realised, the monthly balance shrinks to £110. That is why measuring on your own data matters.
For a smaller workload, Starter is the better place to begin: 20 lists a month with 30 minutes saved on each frees 10 hours, worth £300 at £30 an hour, against a £99 fee and no setup fee.
Pricing and the decision to proceed
Two plans start with no setup fee: Starter at £99 a month ($129 in the US) for 20 lists and 2,000 line items, and Team at £349 a month ($449) for your own workspace, 3 users, 200 requests and 6,000 line items. With a business-system connection, monthly operation is £890 ($1,190) for 500 requests and 10,000 line items, or £1,390 ($1,790) for 1,500 requests and 30,000 line items, after the £2,950 ($3,790) full rollout. Prices exclude VAT where applicable, and going over an allowance never triggers an automatic extra charge.
Proceed when a meaningful benefit remains after review time, errors can be handled, and handover to the target system is verified. Download the scorecard or try the homepage calculator.
Frequently asked questions
Are the example savings guaranteed?
No. The example uses fictional assumptions. Measure your own result using total handling time and actual costs.
Is the pilot fee charged twice?
No. The £750 ($950) pilot fee is included in the £2,950 ($3,790) full rollout fee, so £2,200 ($2,840) remains after the pilot.
