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baachee

Baachee product · Business growth

Margin-aware quotes with approvals, in hours instead of days

Quote AI runs the whole quote workflow: intake, effort and margin modelling, approval routing and actuals against forecast, across brands and currencies.

Client
Quote AI
Industry
Professional services
Region
Netherlands
Period
Available now
quote turnaround, not days
hours
stages: intake, model, approve, track
4

Challenge

  • Bespoke quotes are built in spreadsheets and negotiated over email.
  • Margins drift between brands and currencies because every quote starts from a different template.
  • Approvals get lost in inboxes, and actual effort is rarely reconciled with what was quoted.

Approach

  1. 01Quote requests come in through a form or an API.
  2. 02The engine models effort, applies configurable rate cards and produces a margin-aware price, per brand and currency.
  3. 03Approval routing follows brand and threshold rules; approved quotes are locked and versioned.
  4. 04Actuals are tracked against the forecast and the variance feeds back into the rate cards.

Architecture

  1. 01 · Intake

    • Form
    • API
  2. 02 · Model

    • Effort
    • Rate cards
    • Margin
  3. 03 · Approve

    • Routing per brand
    • Thresholds
  4. 04 · Lock

    • Versioned quote
    • Audit trail
  5. 05 · Track

    • Actuals vs forecast
    • Rate card updates
Architecture: Intake (Form, API), then Model (Effort, Rate cards, Margin), then Approve (Routing per brand, Thresholds), then Lock (Versioned quote, Audit trail), then Track (Actuals vs forecast, Rate card updates).

In production

Brands and currencies
multi-brand, multi-currency templates
Approvals
routed per brand and threshold
Audit trail
per quote version
Feedback loop
actuals update rate cards

Results

MetricBeforeAfter
Quote turnaround(digital agency use case)dayshours

Stack

    Source: Quote AI product documentation (baachee.ai/products/pricing-engine) and the digital agency use case on baachee.ai.

    Next step

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