Auto-Generate Refrigeration Quote
Automatically create accurate refrigeration system quotes by pulling product specifications, calculating costs, and generating professional proposals in minutes instead of hours.
When
New Quote Request Received
Then
Professional Quote Delivered
2.5 hours per quote
Time Saved
65% faster quote delivery
ROI Impact
Automated refrigeration quote generation works by capturing customer requirements, retrieving equipment specifications from your product database, calculating installation costs and energy efficiency metrics, then formatting everything into a professional proposal document. The entire process completes in 2-5 minutes compared to 2-3 hours of manual work, ensuring faster response times and fewer pr
How This Automation Works
New Quote Request Received → Professional Quote Delivered
Capture Project Requirements
Customer submits refrigeration project details through web form, email, or sales portal. The system captures space dimensions, temperature requirements, usage type (walk-in cooler, display case, cold storage), capacity needs, and customer contact information.
Retrieve Equipment Specifications
Based on project requirements, the system queries your product database to identify appropriate refrigeration units, compressors, condensers, evaporators, and controls. Current specifications, efficiency ratings, and compatibility information are automatically retrieved.
Calculate Pricing and Costs
The system applies current pricing for all equipment, calculates required refrigerant quantities and costs, determines installation labor hours based on project complexity, adds necessary accessories and controls, and computes total project investment with appropriate margin.
Generate Professional Quote Document
All information is formatted into a branded proposal including detailed specifications, itemized pricing, energy consumption estimates, installation timeline, warranty terms, and compliance certifications. The document is generated as a professional PDF with your company branding.
Deliver and Track Quote
The completed quote is automatically emailed to the customer, logged in your CRM with tracking enabled, and the sales team is notified. Follow-up sequences are scheduled and quote status is monitored for customer engagement and response.
How It Works
Transform your refrigeration quoting process with intelligent automation that eliminates manual calculations and data entry. This system instantly retrieves equipment specifications, applies current pricing, calculates installation requirements, and generates comprehensive proposals with technical details, energy efficiency ratings, and warranty information. Your sales team can respond to inquiries faster while ensuring accuracy across product lines, labor costs, and compliance requirements. The process automatically factors in system capacity, refrigerant types, environmental controls, and installation complexity to deliver quotes that win more business while maintaining healthy margins.
The Trigger
The process initiates when a customer submits a refrigeration quote request through your website form, email, CRM, or sales portal. The system captures project details including space dimensions, temperature requirements, product specifications, and customer information to begin the automated quoting process.
The Action
A comprehensive, branded refrigeration quote is automatically generated and sent to the customer within minutes. The quote includes detailed equipment specifications, itemized pricing, energy consumption estimates, installation timelines, warranty terms, and compliance certifications, formatted as a professional PDF ready for immediate review.
Common Use Cases in Refrigeration
- A commercial refrigeration contractor receives 15-20 quote requests daily for walk-in coolers and freezers. The system automatically generates detailed proposals including equipment specs, energy costs, and installation timelines, allowing the sales team to respond to all inquiries within an hour instead of requiring 2-3 days of manual work.
- A restaurant equipment supplier uses automated quoting to instantly price complete kitchen refrigeration packages. When a customer selects display cases, prep tables, and storage units, the system calculates total cooling capacity, electrical requirements, and installation costs, then delivers a comprehensive quote before the customer leaves the showroom.
- An industrial cold storage company handles complex multi-zone warehouse refrigeration projects. The system automatically calculates equipment for different temperature zones, sizes blast freezers appropriately, factors in insulation requirements, and generates detailed proposals that previously took engineers 8-10 hours to complete manually.
- A supermarket refrigeration service provider offers maintenance contracts with quotes based on equipment type and store size. The system generates annual service agreement quotes by inventorying existing equipment, calculating required service visits, pricing replacement parts allowances, and producing professional contracts in minutes.
- A refrigeration distributor provides quotes to contractors for various projects. When contractors submit specifications, the system automatically matches appropriate equipment from inventory, checks distributor pricing tiers, calculates delivery costs, and generates quotes with technical documentation before the contractor contacts competitors.
Results You Can Expect
Eliminate Manual Calculation Errors
Automated calculations ensure correct equipment sizing, refrigerant quantities, and labor estimates every time. The system eliminates common mistakes like wrong BTU calculations, incompatible component selections, or outdated pricing that plague manual quoting processes.
Respond to Customers Faster
Generate and deliver professional quotes in minutes instead of hours or days. Faster response times improve customer satisfaction and significantly increase your chances of winning the project before competitors even respond to the inquiry.
Increase Sales Team Productivity
Sales representatives can handle significantly more quote requests without additional staff. The team focuses on customer relationships and closing deals rather than spending hours on spreadsheets and calculations, directly improving revenue per salesperson.
Ensure Consistent Pricing
Every quote follows your established pricing rules and margin requirements. Eliminate the risk of underpricing that erodes profitability or overpricing that loses competitive opportunities. All quotes maintain consistent standards across your entire sales team.
Maintain Current Product Information
Quotes always reflect the latest equipment specifications, pricing, efficiency ratings, and compliance requirements. When manufacturers update products or prices change, all future quotes automatically incorporate the current information without manual updates.
Improve Quote-to-Close Conversion
Professional, accurate quotes delivered quickly build customer confidence and trust. Detailed technical specifications, clear pricing breakdowns, and comprehensive project information help customers make faster buying decisions and choose your proposal over competitors.
Frequently Asked Questions About This Automation
The system captures customer requirements through intake forms or CRM data, retrieves current equipment specifications and pricing from your product database, calculates installation labor based on system complexity, factors in refrigerant costs and compliance requirements, then compiles everything into a branded proposal document. The entire process runs in the background and delivers a professional quote in minutes.
Set Up Intelligent Quote Builder in Minutes
Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.
Related Automations
View all refrigeration automationsGenerate Walk-In Cooler Quote Automatically in Minutes
Automatically generate accurate walk-in cooler and freezer quotes with real-time pricing, specifications, and custom configurations. Eliminate manual calculations and deliver professional proposals instantly.
Instantly Calculate Refrigeration Replacement Costs with Automated Equipment Estimating
Generate accurate refrigeration system replacement estimates in minutes by automatically calculating equipment costs, labor requirements, and installation specifications based on current system data and vendor pricing.
Generate Professional Refrigeration Repair Quotes in Seconds
Automatically create accurate repair quotes for refrigeration systems by collecting equipment details, calculating labor and parts costs, and delivering professional estimates to customers instantly.
Automatically Analyze Refrigeration Energy Efficiency and Generate Cost-Saving Reports
Streamline energy efficiency analysis for refrigeration systems by automatically collecting performance data, calculating consumption patterns, and generating detailed reports with actionable recommendations.