XYZ Robotics Quotation Proposal — Local Test Version

Testing version: Sample operating inputs are prefilled. Enter the customer details, delivery destination and quote validity. Workbook prices are reference values; confirm approved prices and the shipping/tax split before export. Quote data is not saved by this page.

Quotation inputs

Sales view

Customer and quote

Customer / company

Contact person

Site / location

Quote date

Quote reference

Validity (days)

Quotation currency

Fixed test rate: £1 = €1.16. EUR to GBP converts by dividing by 1.16. All money fields use the selected quote currency.

Salesperson information

Salesperson name

Contact number

Customer operation and ROI

Annual 40-foot containers

Shifts per day (1–3)

Working hours per shift

Operating days per week

Robot handling time per container (hours)

Current workers per container

Hours per worker per container

Fully loaded labour cost per hour (€)

Estimated robots—

Annual labour savings*—

Estimated payback—

Use discounted purchase total (excluding optional service) as investment

Manual investment amount for payback (€)

Uncheck the box to enter a different investment amount. POC quotes require a manual investment amount.

*Payback assumes all current labour cost for this task is saved. No service costs or downtime allowance are included. Current estimate uses 52 weeks/year and 20 minutes changeover per container.

Product combination

Select a quotation combination from the Excel workbook

Selecting a combination loads its workbook item lines and prices into the quote. Choosing another combination replaces the current lines.

Workbook combination and reference prices are loaded. Confirm the approved values before export.

Quotation items

Set every quotation line quantity to the estimated robot count

When enabled, this replaces each template quantity, including optional or one-time lines. Turn it off before editing any line that should keep a different quantity.

Item	Description	Qty	Unit €	Discount %

Shipping (€)

Tax (€)

Purchase workbook tabs combine shipping and tax. The source amount is loaded into Shipping for reference; split it into the correct values before issue.

I checked the shipping and tax amounts for this quotation Show optional annual XYZ-Care service separately

Discounts apply per line. The customer preview hides discount rates and amounts.

I confirm the item prices and any service price are approved for this quote

Terms and notes

Payment terms

Warranty

Delivery / commissioning notes

Proposal output preview

Customer view

XYZ Robotics

Ballpark quotation proposal · EUR

Draft
—

Example Logistics GmbH

RockyOne Unloading System

Customer contact · Site

1. Customer input recap

Annual container volume—

Operation pattern—

Working time—

Operating days—

Robot time per container—

Current labour per container—

Labour cost per hour—

2. ROI calculation and result

Robot capacity: —

Potential annual labour savings: —

Investment used for payback: not entered

Estimated payback: —

Assumes full labour savings for this task; service costs are excluded.

3. Ballpark quotation

Item / description	Qty	Net unit price (€)	Net total (€)

Items—

Shipping—

Tax—

Purchase total—

Indicative proposal for discussion. Quote validity: — days.

Complete the checks to enable a customer file. PDF uses the browser print dialog. PowerPoint downloads directly. This page does not save quote data.

Complete the required sales inputs to export.