Quotation and Order Workflow Specification Jotform

Hi,

I’m looking to develop an online quotation system for our sales team, who sell buses and coaches.

We currently use a spreadsheet to manage model specifications, which includes a base vehicle and around 10 configurable options. We need a user-friendly interface that allows the sales team to:

Select a vehicle model and apply configurable options

Automatically calculate pricing, including discounts and any special requirements

Optionally add a part exchange, collecting:

Registration number

Make and model

MOT expiry date

Agreed part exchange value

Input or select the salesperson’s name

Automatically generate and store a unique quotation number for each quote

There are 5 different vehicle models, each with slightly different configurations and options, so we expect this to involve 5 similar but distinct forms.

The system should then:

Generate a professional quotation with all selected details, including pricing

Email the quote to the customer with an embedded electronic signature solution

Once the customer approves and signs:

Create an internal order (PDF delivery note with no pricing) for the delivery team

Send a formal order confirmation to the customer

We're open to using Jotform or another suitable platform, but the system must be simple for the sales team to use and cost-effective for a team of around 11 users.

Can you help us build this?