AI Enablement in Quotation and Design Workflows

The Challenge

With customised products, the effort sits not in manufacturing but in the quotation. Every enquiry generates design drafts adapted to the customer logo and the requested finishing options, and from those a quotation PDF. With several variants per enquiry, this permanently ties up the design department.

The client did not want a tool delivered to them; they wanted their team enabled. The explicit requirement was that the workflows keep running after the project without external support.

Our Approach

Capture the process before automating it. In the kickoff we mapped the existing design and quotation workflows - including the intermediate steps nobody had documented because they seemed self-evident. That is exactly where the automation potential sat.

Automated quotation flow. From customer logo, requested variants and quantities, a complete quotation PDF is produced with several design options. What used to be half a design shift now runs through as a job.

Integration into existing teamwork. The workflows are anchored where the team already works - in the team chat, not in an additional tool. A channel where finished quotes appear gets used; a separate portal does not.

Support in day-to-day operations. After the kickoff the collaboration continued iteratively: short feedback loops on real orders rather than a one-off training session. That is what carried adoption.

The Results

The design department produces quotes in a fraction of the time and with more variants than before - which has an immediate sales effect, because customers can choose between alternatives instead of only accepting or declining.

More important than the time saved is that the team develops the workflows further themselves. That was the actual objective of the enablement brief.