The enquiry reaches the right role. The quote leaves with the right information.
Sales sees the customer request, the engineer sees the latest document and the estimator sees the work behind the price. Each person makes their decision in the same flow. The response does not wait on e-mail, there is less repetitive work, and the quote uses the revision the team will actually build.
Demo data
The situation: a promise is built from scattered information
An enquiry often starts in e-mail. The requirement is in an attachment, a clarification in another message and the estimate in someone’s spreadsheet. Before answering, the team must first agree which information is current.
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The enquiry has no clear owner
The question moves between inboxes while the customer waits for the right person to get the context.
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The estimate is rebuilt
Materials, operations, time and cost live in separate files. A changed input means more copying and less certainty about what the price includes.
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The reason disappears at handover
When the customer clarifies a requirement, the planner and the people doing the work may not see why the quote changed. The same question is solved again later.
Each role sees what it has to decide
The enquiry moves when the right person sees the input they need at the right time.
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Salesperson
Receives the enquiry, collects missing information and keeps customer feedback with the work.
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Estimator or technologist
Connects the current document to materials, operations, time and cost.
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Project manager or planner
Receives the confirmed job with the agreement, date and information behind the quote.
Business impact
- The customer gets an answer without sales waiting for the next person in an e-mail chain.
- There is less duplicate entry, while the basis for cost and margin stays visible.
- The current requirement and feedback travel with the work, not in someone’s memory.
From enquiry to confirmed work
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The enquiry gets an owner
The enquiry moves through the pipeline from one decision to the next. Sales can see what waits on the customer, what waits on the company and which action moves the quote forward.
- Salesperson sees
- stage, value, probability and next action for each enquiry
- Decides
- who responds and what information is still missing
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The current requirement stays with the quote
The document and the decisions around it stay with the same work. Connections to CAD/CAM and sales systems help put information in the right place without entering it again.
- Salesperson and engineer see
- customer documents, clarifications and the current revision
- Decide
- which input the quote will use
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The estimate comes from the work content
Materials and operations form the cost basis of the quote. A changed input is visible in the same view, and repetitive steps with defined rules can be automated.
- Estimator or technologist sees
- the document, materials, operations, cost, price and margin
- Decides
- whether the scope and price are justified
Demo data
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Won work enters the plan
A confirmed quote does not start another round of information gathering. The project manager receives the agreed scope and date, then places the work in a visible plan.
- Project manager or planner sees
- the confirmed job’s date, stage and duration on a timeline
- Decides
- when work starts and who takes the next responsibility
Demo data
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Feedback improves the next quote
The estimate and the actual result remain comparable. The lead can improve the next estimate where the difference began instead of relying only on a broad month-end summary.
- Sales or business lead sees
- quote stages alongside the time and cost of completed work
- Decides
- what the next quote should clarify or price differently
A change does not start a new e-mail chain
The customer clarifies a requirement after the first estimate.
Sales links the clarification to the same enquiry. The estimator sees which input changed, and the project manager receives the confirmed work with the current agreement.
The next role does not have to rediscover why the change happened.
Quote status prompts the next decision
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Measure
The enquiry is waiting on a missing requirement or an unapproved revision.
Lead
Who chases the missing input, and when can estimating continue?
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Measure
Actual work time or cost differs from the basis of the quote.
Lead
What should change in the estimate for the next similar job?
Tark keeps the enquiry, current revision and estimate together. A person decides what the quote contains and which delivery date it promises.
“I especially value Tark Tööstus’s focus on seeing and finding ways to put the company’s resources to better work for growing the business, that is, their work does not include nice-to-have developments but applications that bring real benefit to the company.”
Better quoting keeps the business competitive
A fast response, visible cost basis and current requirement create a promise the rest of the team can keep. The customer gets a quality product or service at a competitive price and on a delivery date the team can hold.
Start with one module at one location.
Questions and answers
Does Tark connect to CAD/CAM and sales software?
Connections to those systems are possible. The exact scope depends on the existing solution and the information each role needs for its decision.
Can quoting be automated?
Repetitive steps with defined inputs and rules can be automated. The responsible person still confirms the custom scope and commercial decision.
How quickly is it up and running?
One module, one location, one month: at the end of the month you have a measured result and decide whether to continue.
Let’s walk through one of your jobs, from enquiry to quote.
One module, one location, one month.
Book a 15-minute callMartin Karu
Founder and CEO