Industrial automation quotations writing

This page contains in-depth information on everything about making quotations for industrial automation companies. Here you will find useful information and articles designed to make you even more skilled at writing proposals and winning the contract. We help you to make even better offers in a smart way and win more contracts.

An industrial automation company needs to create proposals and quotations for their sales process in order to win new clients and projects. By outlining the scope of work, deliverables, and pricing in a proposal, an industrial automation company can demonstrate their value and expertise to potential clients. A well-crafted proposal can also help to build relationships with clients and establish trust.

With the information & links below you can get the most out of your industrial automation proposals and make quotations like a pro.

When selling industrial automation products and services, it is important to remember that you are not just selling a product, but a solution to a problem. As such, your sales proposal should be focused on the needs of the customer and how your products and services can address those needs. It is also important to be clear and concise in your proposal, as potential customers will likely not have the time or patience to wade through a lengthy document. In addition, be sure to include all relevant information about your products and services, such as pricing, delivery times, and warranty information. By following these tips, you can increase your chances of winning new customers and projects.

What is a industrial automation proposal

Quotations are proposals with an offer for the provision of industrial automation products or services. quotations are made for companies, government agencies as well as for individuals (consumers).

The advantages of a quotation

There are industrial automation organizations that doubt the value of releasing quotations. However, in many cases, proposals play an important role in the sales process. A quotation is a powerful sales tool. Many sales or transactions are based on quotations. It may not always be experienced that way, but creating a industrial automation quotation has many advantages.

Sales process

The sales process is an important part of the business of a industrial automation company. It is a carefully curated framework of activities designed to drive sales and achieve goals. These activities begin with research, followed by initial contact. The process ends with the completion of the transaction and after-sales service.


We communicate with customers and prospects on a daily basis. In the sales process, there is often deliberate communication. The sales process is the full path a prospect takes to complete a task or order. Communication plays an important role at every stage of the process. From proposal requests and customer interviews to after-sales communication.

How to create industrial automation proposals

Legal aspects

The law does not have offers and offer agreements, but “bids” and “acceptance”. Legally, there is only an offer if this offer contains core conditions. Core clauses are the basic elements on which an agreement is based. This includes information about how and within what period the (potential) customer, offeror provider company details, quotation, price, supply agreement or quotation has been signed.

Creating and writing a quotation

Despite the many advantages mentioned, writing a industrial automation proposal is sometimes underestimated. A good quotation is more than just a proposal text. The offer must also comply with legal requirements and it is advisable to maintain a certain structure.

Quotation design

Appearance also works in quotations. In fact, the appreciation and positive impact of beautifully designed offers has increased enormously in recent years, partly driven by a focus on customer experience. With the advent of a proposal tool, a new era of quotation design has arrived. In a short period of time, the offer connects with the corporate identity, including colors and fonts. Layouts and layouts attract and attract the attention of prospects and customers.

Sending and presenting

When a quotation is ready, it can be presented to (potential) customers in various ways. For example, by email or simply by post. Proposals can also be presented online and offline. However, more and more companies are opting for online proposals and some organizations even offer quotations via whatsapp.

Winning and sometimes losing

If the bid is approved, that is a reason for congratulations, but certainly not a reason to think that the biggest job is done. On the contrary After all, an offer is the beginning of a hopeful sustainable cooperation. So more is needed than execution and invoicing. No matter how long and intense the proposal process is, winning a quotation is still the beginning of the sales process. For example, in the first phase after approval of the quotation, the customer mainly needs confirmation. Make sure they made the right choice. That is why communication plays a crucial role in this phase.

Quotation examples and templates

Not everyone who makes regular proposals has all the skills to create a good quotation quickly and quickly. In some cases, proposal templates or templates provide the solution. This also applies to sample letters. Lack of time and inspiration is often the reason to get started with a a proposal tool. A quotation is created once as a template and used as a starting point later. Different templates can also be used and modified when sacrificing in Word.


This is really the era of automation and digitization. This is how growth is inspired and achieved. Customers and prospects expect suppliers to accept this. This also applies to quotations. In the past, customers and prospects were satisfied with a quotation or a mail offer. That time seems to be over. Customers choose speed, they choose quotations which all shows that they are understood and easy to share when working remotely. People want to be able to make their own interactive choices and of course sign digitally.

Industrial automation proposal example

It is sometimes quite difficult to reflect quality, price, experience and good service in a proposal. However, these are distinguishing factors that ensure that a customer chooses your company. So important! This Industrial Automation proposal example will help you on your way to the perfect proposal. You can use this template to quickly and powerfully present your Industrial Automation services. Tailor the content to the specific wishes of the customer and surprise with a modern offer. The smart software keeps you well informed during the sales process and makes the signing process a lot easier because this is done digitally.

Discover the industrial automation example quotations and use the template as a starting point to take your proposals to the next level. The examples show the versatility of a proposal tool and are available in Offorte.

View an example industrial automation quotation

Industrial automation example quotation made with a proposal tool

Proposal software for industrial automation

In order to be successful in your Industrial Automation company, you need to deliver and manage a lot of proposals. These proposals contain technical drawings, detailed product information and more. In the past it was a real challenge to manage all this content in a professional way. Now it is easy to deliver high-quality proposals with proposal software.

A industrial automation quotation is made quickly with a proposal tool. This allows sales departments to draw up their proposals in a standardized manner based on best practices and adjust them where necessary. Smart automation features save time, gain more insights and the industrial automation customer will choose faster for your company.

Discover what proposal software can do for your industrial automation company.


Generate winning industrial automation proposals with AI.

Streamline the proposal process by integrating our solution into your existing workflow - freeing you from tedious manual tasks and lengthy revisions. Leverage our AI-driven proposal tool to create customized, results-oriented proposals that showcase your industrial automation expertise and emphasize the unique value you bring to the table.

AI Proposal software for industrial automation

About industrial automation

Industrial Automation is the use of control systems for operating industrial processes. It was originally a response to the complexity and large scale of factories that developed during the Industrial Revolution in the late 18th century. These systems are operated by supervisory control and data acquisition (SCADA) systems, and can be part of a larger system called a distributed control system (DCS). An automated industrial system is one that is under computer control. Industrial Automation is one of the 7 subsets of Control Systems Engineering (CSS). Industrial automation is defined as "automation that has been designed to improve industrial productivity and performance". The term often applies to manufacturing, but can also refer to the broader scope of supply chain management and even business in general. In simple terms, Industrial Automation can be defined as the use of computer-based hardware and software to regulate machines, instruments, or other devices for the purpose of improving quality, efficiency, accuracy, or safety. In a broader sense, it may also be used to regulate people and business processes.


Discover all the functionalities with which you can easily create proposals in your corporate identity and win deals.
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Proposal information

All information regarding the subject of proposals can be found in the "Create proposal" section.
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