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.
basic information
■Provided Content Prerequisites for Automation: Turning Quotation Rules into "Templates" - Pricing Structure: Standard Unit Price / Company-Specific Unit Price / Quantity-Based Pricing - Discount Conditions: Rank, Discount Rate, Upper/Lower Limits - Exceptions: Case-by-Case Estimates, Made-to-Order Production, Special Conditions - Approval Conditions: Approval required for amounts above a certain threshold, etc. Design of Quotation Condition Input (Eliminating Missing Information) - Selection Template (Material, Standards, Quantity, Desired Delivery Date, Shipping, etc.) - Organization of Attachments (Drawings, Specifications) into Mandatory/Optional - Consultation from 0 to 1 (Handling of "Estimated Quotes" that can be provided even if not confirmed) Design of Quotation PDF (Form Quality) - Quotation Format (Company Seal, Logo, Bank Transfer Information, Conditions Section) - Mandatory Information to Include (Validity Period, Delivery Conditions, Shipping Costs, Taxes, Payment Conditions) - Display Differences by Client (Company Information, Contact Person, Conditions) Integration Design (Where to Issue From) - From EC (Shopify): Quotation Request → Confirm Conditions → Issue PDF - From CRM/Form: Inquiry → Quotation Case → Issue PDF - From Core/Inventory: Issue based on Price, Inventory, and Delivery Date references Operational Design (Functioning Even with Automation) - Post-Issue Flow (Email Sending, History Management, Reissue) - Version Control (Re-quotation when conditions change) - Exception Handling (Cases requiring manual additions)
Price information
1.5 million yen to 8 million yen (varies based on rule complexity, integration scope, and implementation) - Design-focused (rules + report specifications + flow): 1.5 to 3 million yen - Standard (input template + automatic issuance flow + validation): 3 to 5.5 million yen - Extended (core/stock/CRM integration, approval branching, numerous exceptions): 5.5 to 8 million yen *Recommended to indicate "estimate required" (to be confirmed after inventory)
Delivery Time
Applications/Examples of results
■Concerns Delayed responses to estimates lead to missed opportunities. Estimates are dependent on individual staff, resulting in inconsistent quality. Frequent discounts, special prices, and exceptions create fear of mistakes. Creating estimates manually is labor-intensive and time-consuming. We want to streamline the estimate process in conjunction with our e-commerce platform. ■Approach Pre-sharing: Current estimate documents (PDF/Excel), price lists, and exception conditions. Inventory: Organize the estimate flow and rules (determine the scope for automation). Design: Finalize input templates, pricing rules, and report specifications. Integration design: Decide where to issue from (e-commerce, forms, CRM, core systems). Implementation and verification: Test PDF issuance and condition display with representative patterns. Start operations: Establish procedures and templates (improvement support available). ■Uses Accelerate estimate responses (increase reply speed). Reduce errors (prevent missing conditions and incorrect amounts). Eliminate dependency on individuals (standardization through rules and templates). Advance from estimates to orders (improve conversion rates). Integrate with e-commerce estimate processes (enhance operational efficiency). ■Examples of Achievements (format without company names) Parts × price by quantity × frequent estimates → Reduced back-and-forth through templating. Made-to-order production × many conditions → Prevented omissions through essential item design. Industrial materials × require approval → Automated including approval branching.
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