Features > Automated Quote Generation
Quoting

Automated Quote Generation

Generate accurate, professional quotes automatically the moment a product configuration is complete — no manual data entry, no formatting, no delays.

Automated Quote Generation

Minutes

From configuration to quote

Zero

Manual data entry per quote

100%

Quote accuracy from configuration

The Challenge

The Problem with Manual Quote Creation

For manufacturers with configurable products, quote creation is traditionally a multi-step manual process: the sales rep captures the configuration, enters it into a quoting tool or ERP, formats a document, adds pricing, and sends it to the customer. Each step takes time, introduces the risk of error, and creates a delay between the customer's enquiry and their receipt of a commercial proposal.

In competitive sales environments, quote speed is a differentiator. Research consistently shows that the first supplier to respond with a complete, accurate proposal wins a disproportionate share of deals. A quoting process that takes hours or days — even when the product knowledge is available — is a structural competitive disadvantage.

Manual quote creation also introduces transcription errors. Configuration details entered manually into a quoting system diverge from what the customer actually selected. Prices are re-entered from memory rather than calculated from the configuration. The resulting quote may not accurately reflect the agreed specification — a problem that surfaces at the worst possible time: after the customer has accepted.

At scale, manual quoting is simply not sustainable. A growing sales team or expanding dealer network requires a quoting process that does not depend on individual effort and knowledge. Automation is not a convenience — it is the foundation that makes scalable sales operations possible.

How It Works

How Automated Quote Generation Works in Mercura

In Mercura, the quote is a direct output of the configuration. As a sales rep or dealer completes a product configuration, every selected option, calculated price, and applicable term is captured in the system in real time. When the configuration is complete, the user triggers quote generation — and Mercura produces a fully formatted, customer-ready quote document populated entirely from the configuration data. No data re-entry. No formatting. No manual calculations. The quote is accurate by construction because it is the configuration. Quotes can be generated as PDF documents, sent directly to the customer from within Mercura, or pushed to a CRM for pipeline tracking.

What's Included

Key Capabilities

  • One-click quote generation from completed configuration
  • Professional PDF quote output with your branding
  • All line items, prices, and terms populated from configuration
  • Quote sent directly to customer from within Mercura
  • CRM push for pipeline tracking and follow-up
  • Multi-language quote generation for international customers
  • Quote validity period management with automated expiry
  • Quote revision and versioning for negotiation workflows

The Difference

Before and After Automated Quote Generation

Without Automated Quote Generation
  • Configuration re-entered manually into quoting system
  • Quote formatting takes 30–60 minutes per document
  • Transcription errors between configuration and quote
  • Delays between enquiry and proposal damage win rates
  • High quote volume requires proportional headcount growth
With Mercura
  • Quote generated directly from configuration — zero re-entry
  • Professional quote produced in seconds
  • Quote accuracy guaranteed — data comes from the configuration
  • Same-day quote response becomes the standard
  • Quote volume scales without proportional headcount growth

Real-World Application

Example Use Case: Ventilation Systems Manufacturer

A ventilation systems manufacturer with a 12-person inside sales team was generating approximately 400 quotes per month, each taking an average of 90 minutes to produce. After implementing Mercura's automated quote generation, the same team now produces over 700 quotes per month — with average quote time reduced to under 12 minutes. Quote accuracy improved from approximately 91% to 99.6%. The team attributes the improvement to the elimination of manual data re-entry between the configuration and the quote document.

Quote turnaround dropped from 3 days to under 4 hours.

Industrial Valve Manufacturer

Business Impact

Why Automated Quote Generation Matters

Automated quote generation is the operational backbone of a high-performance sales organisation. It removes the bottleneck between product knowledge and customer proposal, enables faster response times that win more deals, and ensures that every quote accurately reflects the configuration the customer actually selected. Mercura makes quote generation a consequence of configuration — not a separate task that follows it.

See Automated Quote Generation in Action

Book a demo to see how Mercura generates accurate, professional quotes instantly from any configuration.

Let’s build together.

We empower manufacturers to master product modeling, streamline quoting process, reduce errors, and ultimately deliver the tailored solutions that customers demand.