Global professional services firm

Professional Services Quoting System

Operations Quoting Digital Transformation
01

The Challenge

Quoting process ran on spreadsheets, took hours per quote, data scattered across tools

02

The Solution

Centralized quoting system with automated data pull, approval routing, and template generation

03

The Result

Quoting time reduced from hours to clicks

Key results

Quoting time from hours to clicks

40% faster proposal turnaround

Single source of truth for all deal data

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.

Free Process Audit

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