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1. Overview

CCM 02 Automating Custom Offer Creation enables the system to generate immediate, personalized value propositions for customers. This deliverable minimizes the latency between inquiry and quote by leveraging automated logic to construct tailor-made offers. It provides a structured lifecycle for these offers from automated creation to human verification and monitoring ensuring speed without sacrificing accuracy or personalization.

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2. Scope and Business Meaning

Functionally, this deliverable covers the automated commercial lifecycle. It ensures:
  • Tailor-made Generation: Every offer is uniquely constructed based on the specific parameters of the customer’s request (service type, route, cargo).
  • Evolution Monitoring: The platform provides a mechanism to track the status of an offer from “Draft” (Auto-generated) to “Verified” (Human-checked) to “Sent”.
  • Response Speed: The system replaces manual calculation with instant “Predefined Cost” logic, allowing for rapid commercial response.

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3. Implemented Functionalities

The following functionalities fulfill the requirements of CCM 02, mapping directly to the “automatically generate tailor-made offers” intent.

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Automated Cost Construction

Requirement Addressed: “Automatically generate tailor-made offers” The platform implements an automated commercial engine that triggers immediately upon inquiry creation (flow=quotation-management).
  • Logic-Based Pricing: The system applies predefined cost logic to the specific inquiry details (e.g., Distance × Rate + Service Fee).
  • Instant Draft: A draft quotation is created without human intervention, populated with a calculated “Predefined Cost”.

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Quotation Management Dashboard

Requirement Addressed: “Monitoring the evolution of the offers” The Quotation Management interface provides the operational view for tracking offer lifecycle.
  • Status Tracking: Admin and Sales teams can view the real-time status of all generated offers.
  • Verification & Editing: Offers can be opened, reviewed, and adjusted (e.g., applying discounts) before finalization.
  • Refer : Quotation Management

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Template-Based Personalization

Requirement Addressed: “Personalizing customer response” The Quotation Preview module ensures that the final output is both standardized and personalized.
  • Dynamic Template Rendering: The system generates a professional document (PDF/HTML) using the existing template but populating it with the specific inquiry details.
  • One-Click Transmission: Verified offers are sent immediately via the “Send” action, triggering the dispatch flow.
  • Refer : Quotation Preview

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4. Technical Enablement

The platform enables this deliverable through a tightly integrated technical architecture:

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Pricing Engine & Logic

  • Calculation Logic: Backend algorithms utilize service_id and route_data to computate base costs.
  • Flow Orchestration: The quotation-management flow orchestrates the passing of data from the Inquiry service to the Pricing service.

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APIs

  • GET /api/v1/flows?flow=quotation-management&command=view-request: Retrives the specific inquiry and its calculated offer data for verification.
  • POST /api/v1/quotation/send: Triggers the final transmission of the verified offer.

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UI Components

  • Quotation Dashboard: Grid view for monitoring offer status.
  • Preview Modal: Visual component for rendering the final customer-facing document.
Quotation Preview Interface