Motivation
Every machinery quote my team produced had to be custom — no two machines were identical, and the documents had to reflect that. Sales would submit a request, someone on the team would spend time building a quote document from scratch or from a stripped down template, and the process repeated across multiple product lines. It was time-consuming and inconsistent.
Implementation
I built a dynamically templated quote document with all standard sections and boilerplate language pre-written for all potential machine models. Any part of the document that depended on the specifics of the request — machine type, configuration, client details — gets filled in programmatically from the incoming request email data. Anything irrelevant to the requested quote is stripped away. The finished document is attached to a pre-drafted email that's left open for review before sending, keeping a human in the loop without requiring them to build anything from scratch.
Tools & Technologies