If you want to automate quotes in Sage, you are already asking the right question. The quote built in a spreadsheet, emailed to the client, then retyped into your accounting system is one of the most common jobs that eats the week in a small South African business. It is also one of the most fixable.
What the job actually looks like
You price the work, put it in a document, send it off, and then wait. When the client says yes, you open Sage and type it all in again. If the price changed during negotiation, you update two places. If you forgot to update one of them, the invoice goes out wrong.
That is not a technology problem. It is a process with a gap in the middle, and the gap costs you time and accuracy every single week.
The same pattern shows up with follow-ups. A quote goes out and sits there. Chasing it means remembering to chase it, finding the thread, writing the message. Most owners do this late in the day, when the rest of the work is done, or they do not get to it at all. Either way, the quote ages and the job stays open.
What automation does here
A quoting process has three distinct jobs: building the quote, getting it into Sage without retyping, and following up on the ones that have gone quiet.
A well-built workflow takes the information entered once and carries it through. The quote goes to the client. When they accept, the job or invoice is created in Sage from the same data. A follow-up message goes out automatically if there is no response after a set number of days.
Nothing here replaces your judgement on pricing or the relationship with the client. It replaces the copying, the remembering and the chasing.
Everything runs in your own accounts, on your own data. The work is built inside the Sage environment you already use. If you and Legarix part ways, everything stays yours.
Where to start
The quoting process is a good first job because it has a clear beginning and end, it touches Sage directly, and the gap in the middle is easy to see once you look for it.
Every engagement at Legarix begins with a free audit. It produces a list of what eats your week and a plan to get it back. Quoting usually appears on that list, but sometimes it is not the biggest drain. The audit tells you what is.
If you are an owner still building quotes by hand and retyping them into Sage, that is the conversation worth having.
The audit is free. legarix.co.za/audit
