Case Study

Custom Quoting Tool

We designed a high-speed quoting platform that turned fragmented sales logic into a guided, data-aware workflow with instant pricing, approvals, and proposal generation.

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Challenge

Administrative Bottleneck: quote production was a manual "after-hours" task, lacking a structured framework and consuming valuable leadership time.
Data Silos: the absence of a centralized historical database made it impossible to reproduce or reference previous quotations efficiently.
Inconsistent Brand Standards: proposal quality and pricing logic varied significantly, leading to unpredictable client experiences.
Resource Opacity: a critical lack of visibility into material usage and unit-based costs made accurate margin forecasting difficult.

Solution

Guided Workflow: intuitive inputs and validation reduce manual quote errors.
Dynamic Unit Logic: labor, machinery, and materials calculate automatically by unit (m2, hours, liters).
Preset Menu: one-click bundles speed up offer creation.
Print & Send: proposals are generated and delivered in one click.
Centralized Data: historical quotes and material usage are instantly traceable.

Menu-Style Offer Builder

What Nexus implemented

We built a guided quoting workflow that standardizes pricing logic while preserving sales speed.

Preset bundles and catalogue lines are combined in one controlled quoting flow.
Live calculations instantly show quantity, unit rates, subtotal, tax, and total.
Commercial rules are enforced at input stage to reduce manual rework and escalation.
Created an Admin panel for easy management of preset bundles and catalogue items.
Delivered a "McDonalds ordering screen" inspired system with intuitive navigation and clear visual feedback.

Facade Care Bundle

Pressure clean + anti-stain finish

€9.80 / m2Preset

Maintenance Bundle

Inspection + seasonal upkeep blocks

€6.40 / m2Preset

Label	Unit	Tax	Action
Technician Hours	hours	21%	Add
Protective Coating	liters	21%	Add
Industrial Cleaner	kgs	21%	Add
Lift Rental	days	21%	Add

Delivery Stages

Stage 1: Data Analysis & Scoping (Week 1)

Historical Audit: conducted a deep-dive analysis of all historic quotes and invoices to identify hidden inefficiencies.

Bottleneck Dashboard: built a custom dashboard to visualize operational gaps and material usage patterns uncovered during the audit.

Stage 2: Proposal & Agreement (Week 2)

Solution Proposal: drafted a comprehensive technical blueprint for the "McDonald's-style" quoting engine.

Implementation Agreement: formalized the project setup and alignment on automated PDF and unit-based tracking features.

Stage 3: Implementation & Delivery (Week 3)

Agile Development: executed a rapid build of the custom quoting app, featuring the "Preset" and "Catalogue" workflows.

Final Deployment: delivered the digital foundation for one-click quoting and automated historical tracking.

Context To Build Your Revenue Automation Stack

If your team still loses time and margin in manual quoting, we can design a custom flow that balances speed, governance, and commercial control from day one.

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