Professional Services Quoting System

The challenge

A global professional services firm was generating 200+ quotes per month. Each quote required pulling data from three different systems, manually assembling a proposal, routing it for approval, and then chasing sign-offs. Average turnaround: 3-5 days. Data was scattered across spreadsheets, a CRM, and a project management tool.

Revenue forecasts were always a week behind. Partners couldn’t see what was in the pipeline without asking someone to run a report.

What we built

We centralized the entire quoting process:

• Automated data pull: Client info, service rates, and project history auto-populate from existing systems
• Approval routing: Quotes above certain thresholds auto-route to the right approver — no more inbox chasing
• Template generation: Standardized proposal templates that pull in the right content based on service type and client

The result

Quoting went from hours of manual work to a few clicks. Proposal turnaround dropped 40%. Revenue leadership finally had a single source of truth for deal data.