A manufacturer's quoting process relied on a shared spreadsheet. Version control was nonexistent. Six sales reps each maintained their own version, with different formulas. Quotes were inconsistent. Errors were common. They were losing deals.
Problem
The core problem was simple, but damaging. Every rep had a slightly different version of the pricing spreadsheet. Some had updated discount rules. Others were still using last year's formulas. Clients received different prices depending on who they spoke to.
Management had no visibility into quoting activity. There was no audit trail. No way to spot errors before quotes went out the door.
Previous approaches
They had standardised the template more than once. Within months, people created their own versions again. Old habits returned quickly.
They also considered off-the-shelf quoting software. Nothing fit their specific product and pricing model. The tools were either too simple or too complex for their needs.
Solution
We started with the data model. We mapped every product, pricing rule, discount structure, and approval workflow. The goal was to capture the actual business logic, not just replicate the spreadsheet.
We built a database-driven quoting system with formula logic that matched the real business rules. Full audit trail. Multi-user access with role-based permissions. One version of the truth.
Outcome
The team could produce more quotes in less time. Errors caused by inconsistent formulas were eliminated. The audit trail gave management visibility they never had before. Over time, the system became a competitive advantage. They could quote faster and more accurately than their competitors.