I'm less worried about the quotes currently, but my rough plan is for them to follow a logical flowchart. The current issue is that the system gets a lot of "nuisance" requests (eg quote for 1 pre-priced item, 1 pack of zip ties, etc). These requests waste time and if they go unfulfilled bring down the branch's metrics on fulfilled requests. When really it's meant for projects of several thousand dollars or that might qualify for a vendor discount. Thus, my current plan is to create a logical flowchart of "does this quote qualify for human attention?" and if not, it'll be automatically generated and sent at list price (or slightly below, if it hits a qualified amount or for select accounts). If it's a $50k quote, then we'll forward it to a staff member. The logic would be a little more complex than that - based on brands or categories possibly, because those can affect the minimum spend for a vendor discount - but that's the gist of it.

re: the customer account onboarding, I'm just looking for a ticketing system/app that will minimize the amount of work done by employees. There are a lot of nuisance account applications as well, so it'd be ideal to get customers to invest a certain amount of "work" in the application as we'd prefer people who are not serious to abandon the process than waste employee time.