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

Status: Ready

Offer Configurator

Facade Care Bundle

Pressure clean + anti-stain finish

€9.80 / m2 Preset

Maintenance Bundle

Inspection + seasonal upkeep blocks

€6.40 / m2 Preset

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

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.