The challenge
Customers requested quotes by email, often leaving out key details. The sales team spent hours chasing missing information and re-typing data, quotes were inconsistent, and management had no reliable view of which quotes were open, accepted or stalled.
Our approach
We mapped the quoting process with the sales team and found that most of the delay came from incomplete requests and manual re-keying, not from building the quote itself. We also worked with finance to agree when a quote needs approval, so control improved without slowing down standard quotes.
The solution
- A customer-facing web form, built with Plumsail, that captures everything needed upfront
- Power Automate workflows for internal review, approval and quote generation
- SharePoint and SQL Server to store requests and quotes in one place
- Power BI dashboards showing quote volumes, turnaround times and conversion rates
The outcome
Quotes go out faster and with fewer errors, and the back-and-forth with customers has dropped sharply. For the first time, leadership can see the full quote pipeline and follow up on stalled deals.