AyenAutomatesWorkflow example
Online quote platform
Guide customers through quote inputs, apply deterministic pricing rules, and prepare a clean internal handoff.
01 / The problem
Where the work gets stuck
Customer-facing quote journeys need a clear boundary between data collection, deterministic catalogue rules, validation, presentation, and internal record handling.
02 / The approach
One connected workflow
The interface guides the customer through the required inputs, applies deterministic rules, presents the quote information, and prepares the record handoff.
Start with the information and channels the workflow is allowed to use.
Make validation, routing, and exception handling explicit.
Keep people responsible for decisions that need context or approval.
03 / Workflow
A practical view of how information moves from the first input to the final handoff.
- 01
Collect the required customer and event inputs.
- 02
Validate required fields and catalogue selections.
- 03
Apply the defined deterministic pricing rules.
- 04
Present the quote information within the defined customer experience.
- 05
Prepare the resulting record for the agreed internal handoff.
04 / Project details
Customer-facing quote journey
The platform is a branded, multi-step experience that guides a customer from the first event profile to a quote that the catering team can review.
Guided configuration
- Distinguish individual events such as weddings, birthdays, or baptisms from corporate events such as seminars or cocktail receptions.
- Collect event date, location, guest count, service format, and menu preferences through a staged interface.
- Present relevant service and menu choices from the catering offer instead of asking the customer to describe everything in free text.
- Validate required information before the customer moves to the next stage.
Pricing and catalogue logic
- Apply deterministic pricing structures and business rules consistently throughout the journey.
- Use the customer’s selections and the current catalogue inputs to prepare personalised quote information.
- Keep catalogue rules separate from the interface so the business can maintain products, service options, and pricing logic.
Commercial handoff
- Create or update the customer record when the request is submitted.
- Open the related sales opportunity and attach the structured event information.
- Prepare the quote record inside the CRM and notify the responsible internal team.
A platform of this kind can combine a six-step customer journey, Replit, n8n, Axonaut CRM, and API connections to move a request into a reviewable quote and sales record.
A useful starting point
Is a similar handoff slowing your team down?
Bring the current process, the systems involved, and the exceptions your team handles manually. We will identify a useful first scope together.
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