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Case 07 / 08 — Document Automation

Quotation Automation Suite

  • Document parsing
  • Automated formatting engine
  • Excel/PDF output

The Problem

Sales quotations were being built manually from messy supplier PDFs and Excel sheets — slow, error-prone, and inconsistent in formatting from one quote to the next.

What Was Built

An automation suite that ingests messy PDFs/Excels and outputs clean, consistent, client-ready quotations automatically, matching a fixed house style every time.

Impact

Reduced manual quotation turnaround from hours to minutes, while eliminating formatting inconsistencies between quotes sent by different team members.