QuotesQuotes and costing from one place
Before
Quote creation was entirely manual. Cost prices were looked up in supplier portals, supplier names were written as free text, and files were scattered across different computers.
- Quote creation took an hour of manual work
- Cost prices copied manually from supplier portals
- Supplier names and print methods as free text
- Files scattered across different computers
Solution
We brought the entire process into one place. Product prices are pulled automatically from the catalog, costing is generated in SharePoint, and quote PDFs are created automatically.
- Prices automatically from catalog
- Costing in SharePoint with suppliers and margins
- Automatic professional PDF
- Entire team sees the same file
Results
Quote creation with one click and the entire team has file access.
- One click instead of an hour of manual work
- Cost prices automatically from catalog
- Professional PDF every time
- Repeat orders don't need to start from scratch
1 click, not 1 hour
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