71. Design for Automatic Issuance of Estimate PDF
Prevent the estimation process from becoming "person-dependent." Automate everything from inputting conditions to issuing the estimate PDF, achieving both speed and quality.
The estimation work in the manufacturing industry is the most time-consuming task that is directly linked to sales. Quantity, specifications, delivery dates, shipping conditions, unit prices by client, and discount rules. There are many confirmations and adjustments, it relies on the experience of the person in charge, and if responses are delayed, competitors will take the opportunity. On the other hand, the more rushed the estimates are, the more mistakes and omissions occur. In this service, we will organize the input template for estimation conditions and pricing rules, and design a system that can automatically issue PDF estimates. We can accommodate cases where it integrates with e-commerce platforms like Shopify, as well as cases where we only set up the issuance of estimates independently from the e-commerce system. The goal is to speed up the estimation process, reduce errors, and improve the conversion rate of negotiations. ■ Provided Content (3 points) - Organization of estimation rules (pricing, discounts, exceptions, approval conditions) - Design of estimation condition input (template to avoid missing information) - Design of automatic PDF issuance (form format, integration, operation) Deliverables: Design document for automatic PDF issuance of estimates + form template + operational procedures (implementation if necessary) *Please share the current estimate format (PDF/Excel) and the necessary condition items for the estimates. We will create a blueprint for automation.
- Company：アンドワン 本社、東京支社、川崎営業所
- Price：Other
