The research desk
Research for buyers of quoting automation
12 sections and 167 pages. Every section has its own sources page and says what it cannot show.
- Sections
- 12
- Pages
- 167
- Evidence date
- Oct 20, 2026
Answers and routes
Plain answers, a pilot plan and how to compare the options.
Direct questions
Decide what to automate first, and what to ask a vendor before the first meeting.
Open the section →02 · 18 pagesDo-it-yourself game plans
Decide whether your team can run a controlled pilot itself, and how to stage it.
Open the section →03 · 13 pagesComparisons
Decide which route to compare first, and what should rule out an attractive proposal.
Open the section →Evidence and signals
What changed, what the market shows and what experts say.
Regulatory news and changes
Decide which rule changes affect an estimate now, and what a quotation must not claim.
Open the section →05 · 13 pagesHiring signals
Decide whether a hiring signal means anything, and whether to hire, automate or combine the two.
Open the section →06 · 17 pagesExpert Q&A
Decide which questions to put to an expert, and what a good answer should establish.
Open the section →11 · 12 pagesMarket data and deal flow
Decide which market figures to rely on, and how to build a better estimate from your own volumes.
Open the section →Learn and assess
Hear it first, then test your readiness and score suppliers.
Video and podcast roundups
Decide which talks and episodes are worth your team’s time before a software demonstration.
Open the section →08 · 21 pagesReadiness quiz
Decide how ready your team is for a pilot, and which gaps to close first.
Open the section →09 · 16 pagesScorecard
Decide how to compare suppliers on evidence, and which gates override a high score.
Open the section →Follow and act
Briefings to follow and the next move for your situation.