In the sanitary sector, time-consuming quotation preparation is part of daily business. Specialized software with intelligent technology is now fundamentally transforming the traditional processes of quotation processing. But what exactly does it mean when AI-supported quotation software supports sanitary sales?

Why conventional quotation processes in the sanitary sector are inefficient

Traditional quotation processing in sanitary sales usually follows this pattern: bills of quantities for projects are searched through manually, relevant items are identified and suitable sanitary products are then assigned. This process is not only time-consuming, but also prone to errors - especially in the case of extensive bills of quantities with several hundred pages.

Automating bill of quantities processing: how modern quotation software works

AI-supported quotation software fundamentally changes this workflow. The software automatically analyzes incoming requests, including the associated specifications (emails and PDF and GAEB files) and automatically recognizes all important information, such as the construction project, submission date and specifications items. Employees can see at a glance for which items the quotation should be created. This means: no more long browsing through specifications.

All request-relevant information comes together in one central location and can be prioritized quickly. With convenient search and filter functions, the software creates the basis for request processing in record time.

Intelligent product suggestions for the sanitary sector

One particular advantage is the automatic product suggestions. The software suggests the right products for each item requested. The self-learning AI improves with every offer and the suggestions become increasingly precise. After just a short time in use, manual product selection is virtually obsolete.

The employees only have to look through the suggestions. If a suggestion needs to be adjusted, this can be done with just a few clicks thanks to the ability to search the product catalog in real time.

Measurable efficiency gains for sanitary companies

Practice shows significant improvements in the preparation of quotations:

• Time saving: More than 50% less effort in processing the order form makes it possible to process more inquiries or use time for customer advice.

• Quality improvement: Standardized processes reduce sources of error and ensure consistent offer quality.

• Relief for the team: The internal sales team is freed from routine tasks and can concentrate on value-adding activities.

When it pays to invest in quotation software

Sanitary companies that regularly process large volumes of inquiries benefit in particular. Significant efficiency gains can be seen from around 200 inquiries per month. Companies with frequently delayed offers or overloaded sales teams should also consider automation.

Best practice example: From inquiry to quotation in record time

A typical sanitary project with hundreds of bill of quantities items usually requires several hours of manual processing. With AI support, this effort is drastically reduced - even to just a few minutes, depending on the inquiry. The automatic structuring of the bills of quantities and the software’s convenient inquiry management interface, supplemented by the intelligent product suggestions, make all the difference.

Integration into existing workflows

Modern quotation software can be seamlessly integrated into existing systems. The teams can use the software directly in the browser, the workflow runs seamlessly and the data remains consistent thanks to interfaces to existing systems.

Conclusion: increasing efficiency and quality in sanitary sales

AI-supported quotation software offers sanitary companies the opportunity to significantly optimize their quotation processes. The combination of automatic quotation processing and intelligent product suggestions frees up time for strategic tasks and improves the quality of quotations at the same time. Companies that use this technology gain a clear competitive advantage.

The AI quotation management software kinisto

kinisto is the AI-supported quotation management software for automating the preparation of quotations for manufacturers and dealers in the construction sector. With the intelligent software, inquiries can be processed much faster, prioritized better and managed more conveniently, especially in the sanitary sector. kinisto relieves the internal sales department throughout the entire quotation process.