Fragmented work
Quotations handled in email threads and spreadsheets. This is a representative challenge, not a finding from a real client audit.
ARRC AGENCY / SME / QUOTATION & APPROVAL
Keep quotations moving without scattered paperwork.
Preparing, revising and approving a quotation across multiple documents can make it harder to know which version is current. Explore how a simple quotation workflow might support review and job handoff — without claiming to issue official invoices or approvals.
Self-initiated industry solution study using synthetic data. No deployed client system or verified business outcomes are implied.
INDUSTRY SYSTEM CONCEPT / SYNTHETIC DATA
QuoteDesk
AudienceBusiness
Demo typePrototype
IntegrationTo review
Receive an enquiry
Prepare quotation
Review & approve
Plan job handover
ACTUAL INTERACTIVE PROTOTYPE · SYNTHETIC DATA
See the QuoteDesk interface, not a stock dashboard.
This view loads ARRC's existing browser-based demo directly from portfolio/quotedesk.html. It is not a screenshot of a production client deployment.
Load live QuoteDesk interface
Use the full-size interactive demonstration ↗ to explore the workflow, reset sample data and review limitations. The embed is a real page, not an external reference image.
BEFORE / PROPOSED WORKFLOW
01 / EXAMPLE CURRENT CHALLENGE
02 / PROPOSED DIRECTION
See the operational difference.
Traceable steps
Initial request → prepared quotation → review → approved job. Whether this is useful depends on reviewing your existing tools and staff workflow.
What a focused first project might explore
Quotation draftingApprovals and revisionsJob handoff and record keeping
These are scope discussion topics, not included-by-default deliverables. Persistent data, staff roles, integration, security, QA and support would be scoped and priced separately.
THE OPERATIONAL PROBLEM
Start by understanding the work — not buying more software.
Relevant for Contractors, B2B suppliers, agencies and service-based SMEs. These are representative use cases, not an audit of a particular business.
Conflicting quote versions
Teams need to understand which commercial document is under review.
Missing approval history
Decision owners and current approval stage should be easy to identify.
Disconnected project kickoff
Approved scope should be reviewed before moving into a work order.
THE WORKFLOW EXPERIENCE
Explore an end-to-end scenario.
The browser-only prototype shows how selected records and statuses can be handled. It does not include real business integrations or secure production accounts.
- 01 / WORKFLOWReceive an enquiry
- 02 / WORKFLOWPrepare quotation
- 03 / WORKFLOWReview & approve
- 04 / WORKFLOWPlan job handover
START SMALL / EXPAND WHEN JUSTIFIED
Quotation & Approval Starter
A focused discussion for quotation data, review states, revision boundaries and an agreed approval workflow.
First useful scope
- Customer & enquiry records
- Quotation drafts
- Approval tracking
- Revision history
- Job conversion
- Accounting integration assessment
Dependencies to validate
Commercial authority, document numbering, taxes and e-Invoice requirements, existing accounting/ERP interfaces, authorisation and record retention.
Validation may lead to SaaS, integration, modernisation or custom build.Commercial decision
ARRC can discuss a bounded discovery engagement, a focused workflow implementation or a connected system. Prices, timelines, payment milestones, testing and support require a reviewed proposal.
No auto-generated quotation or guaranteed delivery slot.BEFORE YOU COMMISSION
Important questions, answered up front.
Will this create legally valid invoices?
No. The current prototype is a workflow example. Any invoice or e-Invoice feature needs finance, tax and regulatory review.
Can staff approve quotations electronically?
A production approval flow can be scoped, but requires authenticated identities, authority rules and suitable audit evidence.
Can we use this with our existing accounting software?
We would check vendor integrations, export and import formats, permissions and the desired handoff before proposing an approach.