One forward instead of nine steps
Orders arrive as emails with a PDF attached. You forward them to one address — that's all the assistant needs. No new system, no portal, no entry form.
Order Assistant
Orders: forwarded once, booked everywhere
An order arrives as a PDF by email — and sets off a chain of manual work: checking it against the quote, recording it in the CRM, filing it in SharePoint, closing quote and opportunity, updating the order backlog, kicking off delivery. The Order Assistant takes this over: you forward the order to one address — it does the rest and speaks up when something doesn't match the quote.
The difference
What sets the Order Assistant apart
Checked before it's booked
The assistant matches the order against the quote — items, prices, terms. If everything fits, it goes through; on deviations it reports the difference instead of waving it through.
Every system stays maintained
CRM, filing, order backlog, forecast: the order is updated everywhere it belongs — including the places where day-to-day business tends to leave it behind.
How it works
From order in the inbox to booked business
- 1
Forward the order
The order arrives as an email with a PDF. You forward it to the assistant's address — the only manual step.
- 2
Check against the quote
The assistant finds the matching quote and compares items, prices and terms. On deviations it informs the responsible person and prepares the query to the customer.
- 3
Record and file
The order is created in the CRM and linked to the quote, the email is tracked there, quote and opportunity are closed, and the PDF is filed right next to the quote.
- 4
Book and kick off
The order backlog is updated — allocated to the right year for the revenue forecast. Delivery is kicked off as a task, and the order confirmation to the customer is ready as a draft.
The result
An order intake with no loose ends
A maintained CRM
Order created, linked to the quote, opportunity closed — the sales pipeline is accurate.
Findable filing
The order PDF sits where the quote sits — consistent and findable.
A current order backlog
Every order is recorded and allocated to the right year — the revenue forecast is right.
Deviations reported
When order and quote don't match, the responsible person gets the difference reported — before anything is booked.
Delivery kicked off
The people responsible learn that the work can start — as a task or message, without anyone having to remember.
Order confirmation prepared
The confirmation to the customer is ready as a draft — you approve, the assistant sends.
Trust & privacy
Your systems, your approvals
In your environment
CRM, SharePoint, Microsoft 365: the assistant works in your systems — orders and quotes stay in-house.
Approval where it counts
Everything that goes to the customer — query or order confirmation — is prepared as a draft for approval. Nothing leaves unseen.
Fully traceable
Every step is documented — what was checked, where it was filed, what was booked.
Cost
Only what you actually use
Billed by actual usage — per processed order, not per seat. No licence per head, no base fee for sitting idle.
Shall we show it on your orders?
We set up the Order Assistant in your environment and demonstrate the value on real orders.
Book a conversation