Iterations with salespeople
The project evolved iteratively in direct cooperation with the salespeople who tested on real materials. Hundreds of small refinements in short cycles: an adjustment, a test on an actual file, feedback.
CASE STUDY · AUTOMATION
From a raw export to a quote in one click
FENESTRA salespeople received price inputs from two calculation programs: aluminium windows and doors were calculated in Logical, plastic ones in Klaes. The exports were technically correct but unusable for the end customer.
FENESTRA SK is a manufacturer and supplier of aluminium and plastic windows and doors. Aluminium windows and doors are calculated in Logical, plastic ones in Klaes, and prices will continue to be computed in the original calculators.
- Industry
- Window and door manufacturing
- Products
- Aluminium & plastic
- Source systems
- Logical, Klaes, external quotes
- Duration
- ~1 month
Challenge
Technically correct exports, unusable for the customer.
Logical listed the full price for every item and recalculated the discount (e.g. 54% or 59%) only at the end of the document. Every export had different units, a different structure and different drawing quality, aluminium and plastic went out as two separate quotes, and the look did not match the brand. This was not about replacing the calculators: the goal was for raw exports to become a quote a salesperson can send to the customer without manual adjustments.
ProblemExpectations
Logical listed full prices and recalculated the discount at the end of the document
The customer sees the net price for every item
Different units, structure and drawing quality in every export
A unified structure and look of the quote
Aluminium and plastic as two separate quotes
One shared quote from multiple files
The look of exports did not match the brand, the website or the design manual
A modern document following the client's design manual
How we solved it
Reliable reading of inputs
Drawings as binary EMF/WMF data in RTF, hidden bookmarks, positions with a slash, long texts in parameters: the first weeks belonged to the parser, not the visuals. At the same time we added the content that decides whether a quote is accepted: service, delivery times and the answer to why exactly this solution.
Batch test on a real archive
We ran it on 607 files from the archive of past quotes (34 projects). We found format variants that would never surface on a single sample file. Only then did we introduce the new structures.
Print and PDF under control
Pagination to A4, margins, repeating headers and table clipping were tuned in small steps, each with the option to revert. PDF generation via headless Chrome (Puppeteer) was tested while preparing for the server.
AI parsing, Puppeteer, A4/PDF
From a raw export from Logical, Klaes or a partner a unified quote is created without manually recalculating items. The user does not depend on automation alone: they see the source, the result and the differences, and can fix them.
Michal GregušINLOGIO
Checking is part of the product. The application verifies totals against the source, flags suspicious items and has a human evaluate them in a panel next to the PDF preview. A drawing is never generated without a real source and a number from our own template is never presented as data of a specific quote.
Input quality was the hardest part of the project. The first weeks went not into looks but into reliably reading the formats, from binary EMF/WMF drawings inside RTF through hidden bookmarks to processing large files in batches with a progress indicator.
batch test on a real archive of quotes
Logical, Klaes and an external quote
from raw export to finished quote
Project outputs
- A web quote generator: Logical, Klaes and external quotes (PDF/CSV), multiple files at once into one document
- Discount recalculation directly into item prices; the discount can also be entered manually, separately for windows and doors, accessories and services
- Window drawings straight from the source files including dimensions and sash layout, larger ones into a separate annex
- Total verification against the source and a control panel with a PDF preview, changes instantly reflected in the document
- Editable data, product recognition (profiles, hardware, handles, glazing) and visuals following the design manual including partner logos
Today a source export from Logical, Klaes or a partner turns into a unified quote without manually recalculating items. The solution is verified on a real archive, the user keeps control over the result and the source code lives in a separate repository with a change history.
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