A CONNECTED QUOTATION PROCESS
Take a customer request through a clear quotation process
Connect a focused public questionnaire, supported catalog context, request review and issued commercial versions, with an explicit handoff to finance.
From the first question to an identifiable offer
A quotation is more than a price typed into a document. The team needs to understand the request, establish the scope and know which commercial version it issued. Tsumira brings those stages into a connected process. A public estimate wizard gathers useful initial context, reviewers assess the request and authorized operators issue priced revisions. The distinction between submission, preview, issued quotation and later finance work remains visible throughout.
Explore each function
See what each capability does, how it works and where it fits into your team’s workflow.
Quotation questionnaires
Build a focused estimate questionnaire with supported answer types, conditional questions and a deliberate release from draft to published form.
Quotation request workspace
Work from the customer’s submitted answers, selected offerings and contact details, then move the request through a controlled review and quotation process.
Issued quotation revisions
Prepare priced quotation lines, issue a numbered revision and keep later changes connected to the exact earlier version.
AI assistance for quotation work
Let the assistant inspect supported request and questionnaire context, then review a concrete proposed change before it can execute.
Quotation handoff to finance
Hand over a specific issued revision with its priced source context, then let finance review the resulting draft through its own workflow.
Public quotation pages
Present the published questionnaire with its purpose, response expectations and relevant notices, then receive requests against a known configuration.
Collect a focused customer brief
The wizard supports text, date and choice questions, with conditions that can follow earlier visible answers or selected offerings. Contact policies retain an actual way to respond. Draft and published configurations are separate, so improving a question does not immediately change the visitor’s form. Supported public website composition presents the published source with its introduction and response expectations. Requests retain the relevant version and selection context, rather than relying on today’s form to explain yesterday’s answer.
- Focused conditional questions
- Separate draft and published wizard
- Versioned submission context
Review the request and issue a real version
The workspace distinguishes new, reviewing, quoted and closed. Quoted is backed by an issued revision, not an arbitrary progress label. Operators prepare supported source-linked or ad-hoc lines, quantities, pricing and tax classes, then issue a numbered snapshot. Later revisions identify their base version. Expected-state checks help colleagues avoid silently overwriting one another’s work. The current calculation path uses JPY and the implemented Japanese gross-price model; it is not a blanket claim of international financial compliance.
- Meaningful request states
- Numbered priced revisions
- Current-state and source checks
Continue deliberately with finance and AI
An issued revision can enter the supported promotion flow, which prepares a source-linked editable financial quote draft. It does not immediately issue an invoice or prove payment. AI assistance can inspect supported context and propose defined request, revision or wizard actions, with review before execution and the underlying permissions intact. The person responsible still checks commercial meaning and publication effects. Each connection has a specific result rather than implying that the entire sales lifecycle completes itself.
- Source-linked financial draft
- Reviewable AI operations
- Separate commercial decisions
A concrete workflow
Prepare the intake
Choose supported offerings, useful questions and accurate response notices.
Review each request
Check the submitted scope and clarify missing information.
Issue the quotation
Prepare validated lines and deliberately issue the correct version.
Continue from the source
Review a later revision or promote the issued version into its financial draft.
An illustrative working example
Example: a service company clarifies an unusual request
The customer selects an offering and answers a relevant follow-up question. The team sees that the scope needs one more detail and keeps the request in review while clarifying it. An operator then issues the first priced revision. A later customer change becomes a second identifiable version. When finance preparation is appropriate, the team promotes that exact issue into an editable draft. The original request and both commercial stages remain understandable.
Questions about this topic
Does the estimate wizard immediately create a binding offer?
A preview and submitted request are distinct from the company’s issued quotation. Use accurate notices and review the request before a commercial response.
Can offerings and manually prepared lines coexist?
The supported issuance schema includes provider-linked and explicitly authored ad-hoc lines, with validation of the relevant quantity, price and tax context.
Does finance promotion automatically collect payment?
No. It prepares an editable financial quote draft through the supported processing flow. Later issuance and payment have their own evidence.
Can AI bypass commercial review?
No. Mutating AI operations remain review-before-execution and subject to permissions, validation and the actual current state.
Explore connections around this workflow.
Ideas for intended connections. Check the actual availability, permissions and supported data for each app before using a scenario.
Pipedrive
Workflow concept: Compare sales context with the original request and the specific commercial version being discussed.
DocuSign
Workflow concept: Plan an acceptance process tied to an identified issued quotation, with separate evidence of the customer decision.
Xero
Workflow concept: Assess downstream accounting requirements after a source-linked financial quote draft has been reviewed.