CASE02

A custom quote in their inbox before the form even closes.

TALLY (CONDITIONAL LOGIC)· EENVOUDIGFACTUREREN.BE· ASANA· EMBEDDED WEB FORM

Make.com scenario for the custom-quote automation
Before

Every custom event offer (wedding, corporate event, funeral, party) needed someone to manually price it, draft it, and chase the signature. Admin time that should have gone to new leads instead.

What I built

An online form with conditional logic: pick the event type, get only the catering and options that apply, and a precise price calculates instantly. Behind it, a Make.com scenario pushes the data into the CRM and invoicing tool, emails a signable offer, and opens follow-up tasks the moment it's out.

After

A client fills in what they want and gets a priced, ready-to-sign offer in their inbox. No one manually pricing or drafting a thing.

90% less admin time on custom offers. The person who used to build them by hand now spends that time finding the next client instead.

Between 30 minutes and half a day per offer, down to instant. Clients fill in their own details, so there's no more back and forth by email or phone.


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