A defined workflow for quotes, invoices and documents.

When this service makes sense

This service is useful when people copy information between files, maintain several versions of a template or repeat calculations and formatting for every document. It also helps when an operation is difficult to link to its quote, invoice or supporting records.

We start with specific documents and how they are used. Automation may prepare a draft, generate a file or connect information with management software. The required level of review and approval is agreed for each process.

What we do

We identify source data, templates, calculation rules and the conditions that change document content. We define what happens when information is missing, a correction is needed or a different version must be prepared.

We develop document preparation and test common situations as well as exceptions. Connections with purchasing, sales, payments or another application are included when they form part of the agreed scope.

What information we need

We need anonymised examples of current documents and source files, plus an explanation of who prepares, checks and uses them. Relevant commercial, tax or administrative requirements must be supplied or validated by the responsible people.

• Templates, formats and mandatory fields.
• Numbering, calculation and review rules.
• File destinations and connected systems.

What you may receive

Deliverables may include organised templates, documented rules, a document preparation or generation tool and test examples. We also agree how source data is corrected and who validates the final document.

AMMARIX One for Exporose includes documents within commercial management. The training project provides a different context: documentation linked to academic activity. This website's quote builder demo is an independent example using fictional data.