Automating Catalog Lookup Before Quote CalculationAutomating Catalog Lookup Before Quote Calculation
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When people picture quoting, they picture the calculation. But the math was never the slow part here. The slow part was finding the right items in a catalog of 12,000 — scrolling, searching, second-guessing whether this is the current price or last quarter's.
So that's what I automated first. The workflow takes the request, matches it against the live catalog, and pulls the exact items and current prices before any calculation happens. The math is the easy last step once the right data is in front of you.
This is the part clients often get wrong when they ask for automation: they want to speed up the visible task, when the time is actually lost in the quiet lookup before it.
Find where the minutes actually go. It's rarely the step everyone's looking at.
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