From enquiry to quote
Who takes enquiries, where they land and how they turn into a quote: we note who does what, where it gets stuck and what is entered twice.
In many companies the enquiry arrives in the inbox, the quote lives in a spreadsheet and the invoice comes from a third program. We map how an order travels from enquiry to invoice today, describe how it should run in future and, if you wish, set it up in iSAP.ONE: as a pilot, alongside your current system.
This topic suits owners and managing directors of small and medium-sized companies in Dubai who spread purchasing, stock, orders and invoices across several tools and want to know how it could run better — with or without a new system.
Who takes enquiries, where they land and how they turn into a quote: we note who does what, where it gets stuck and what is entered twice.
How purchasing, stock and orders connect. The aim for trade and e-commerce: purchasing, stock, orders and invoices in one flow instead of five spreadsheets.
How an order becomes an invoice and how the receipt reaches your accountant. For service firms, quote, project, time and invoice belong together.
We describe in plain language how the processes should run in future. Only then comes the question of the tool — if you wish, iSAP.ONE, the iSAP Group's ERP system.
Before every step you know what happens, what it costs and who is responsible.
We clarify your situation, your goal and the timeframe — in person in Dubai or by video. Afterwards you know whether mapping your processes is the right place to start.
You receive in writing what will be delivered, what is out of scope and what it costs — before you decide.
We map your processes from enquiry through quote, purchasing and stock to invoice. On request there is a confidentiality agreement first; we work with the access we need and no more.
We describe how the processes should run in future. AI tools prepare and draft. AI drafts. A person checks. You decide.
If you wish, we set the processes up in iSAP.ONE, alongside your current system. Before the pilot you get in writing where your data is stored and who can see it. At the end there is a handover, documentation and one contact for questions afterwards.
We offer iSAP.ONE as a pilot, not as a replacement for your running system: your current system keeps running unless you decide otherwise. Tax, VAT and legal questions stay with your accountant; company formation and licences go through licensed partners.
No. The pilot in iSAP.ONE runs alongside your current system.
Before a pilot you receive in writing where your data is stored and who can see it.
They receive the plan and, in a pilot, access if you wish. Tax, VAT and legal questions stay with them.
No. iSAP.ONE is available if you wish. Mapping your processes and describing the future ones is a separate step before it.
We clarify that in the first conversation. Before we start, you receive a written proposal with scope and costs.
You do not need to know the answer yet. A few lines are enough.
Related topics: Two-day business check · Choosing an ERP · AI & automation · IT basics · Change management · All topics