Prepare quotes from customer requirements
Bring the enquiry and pricing context together so the right estimate or price-list quotation can be prepared.
Commerce / quoting
Create quotes, manage approvals and follow up.
Bring requirements, price lists, estimates and quote follow-up into one workflow. Give your team a clear view of what needs pricing, approval or another conversation.
naya · Quoting & Quote Follow-UpIllustration
From enquiry to an agreed next step
- 01
Capture the request
Requirements and pricing context
- 02
Prepare and approve
Estimate or custom quote
- 03
Follow through
Outstanding quote and payment request
Connected by your playbook
One connected sales operating system
Connect this capability to the wider sales process, from the first enquiry to the next action your customer and team agree.
Explore Naya’s capabilitiesWhat it is · Who it is for
Quote automation that keeps the team in control.
Quote automation brings the information, pricing route and next action for a quotation into a repeatable workflow. Naya supports quotes, estimates and price-list quoting, as well as custom quote requests and approvals. Follow-up on outstanding quotes helps the team answer questions and progress suitable opportunities. When the commercial workflow is ready, the next action can connect to an order or a configured Stripe payment-link request.
Who it is for: Businesses handling service estimates, price enquiries or bespoke quotations. It is useful when requirements need clarification, someone must approve the price, or a quote is sent without a consistent follow-up process.
Ways businesses use Naya
Make quoting part of the sales process.
Route bespoke pricing for approval
Keep custom quote requests and estimates with the appropriate person when the requirements fall outside an agreed pricing route.
Give outstanding quotes a next action
Follow up to clarify questions, confirm requirements and move the opportunity into the appropriate order or payment workflow.
How Naya works
From enquiry to an agreed next step.
01 Understand
Collect the requirements and determine the appropriate pricing route.
02 Prepare
Create the estimate or organise a custom quote request.
03 Approve
Apply your business’s pricing and approval rules.
04 Follow through
Progress the quotation, order or configured payment request.
05 Keep the outcome visible
Keep the relevant outcome and next action available to the team through the configured records and reporting.
Trust and control
Useful automation, with your pricing judgement.
A quote should reflect the customer’s requirements and your business’s pricing rules. Set approval points and follow-up conditions before automating the next step. Read the AI Transparency Statement
No invented custom prices
Use approved price lists or route a bespoke request to the team. Missing information should lead to clarification, not a guessed amount.
Approval before progression
Define which estimates and commercial terms require approval and who is responsible for that decision.
A relevant follow-up
Use the quote context to make the next conversation useful. Agree timing, channels and stopping rules for the customer’s situation.
Frequently asked questions
Common questions about quoting & quote follow-up with Naya.
The feature set includes price-list quoting and custom quote requests, with approval workflows configured for your business.
Yes. Quote follow-up is part of the commerce workflow, alongside supported calling, email and SMS activity.
Quoting is included across the plans. Agree the capacity and workflow setup for your business when choosing a package.
No. The workflow can distinguish price-list quoting from requests that need a custom quote or estimate approved by your team.
Yes, where configured. The Stripe connection supports automatic payment-link generation and sending after the conditions in your commercial workflow are met.
Quoting is part of Naya’s Commerce capability within the sales operating system. It connects with customer conversations, follow-up and order workflows.
Provide the relevant pricing information, required customer details, custom-quote rules, approval points and follow-up process.
Explore more of Naya
Continue through Naya’s connected sales workflow.
Make the quote the start of the next conversation.
Build a repeatable process that helps your team handle more opportunities and keep the next action moving.