How a 200-Person Equipment Manufacturer Cut Quote Turnaround from 2 Days to 2 Hours
Before
A mid-sized industrial equipment manufacturer with 200+ employees was struggling with a quote process that took 2–3 business days. Sales reps manually looked up pricing across three disconnected systems — their ERP, a legacy product configurator, and Excel spreadsheets. Errors were common, customers were frustrated, and the company was losing deals to faster competitors.
After
We started with a 2-week operational assessment, mapping every step from customer inquiry to quote delivery. We discovered 14 manual handoffs and 3 systems that duplicated product data differently. Our team designed an integrated quote flow connecting their ERP pricing engine to a new digital quote builder, with automated approval routing for quotes over $50K.
Results
- 85% reduction in quote preparation time (2–3 days → 2 hours)
- 78% fewer pricing errors
- $340K estimated annual savings from reduced rework and faster close rates
- Sales team satisfaction: 3.1/10 → 8.7/10
"We went from chasing quotes in email threads to having a system that just works. Our sales team can finally focus on selling instead of data entry."
— Director of Sales Operations