All work
Manufacturing · Commercial lighting manufacturer

A quoting tool that replaced a 40-tab spreadsheet

Custom quoting and spec system that turns fixture configurations into priced, submittal-ready quotes in a single pass.

70%
Less time per quote
1
Source of truth for pricing
0
Spreadsheets in the quoting path

Where they started

  • Quotes were assembled by hand from a spreadsheet only two people fully understood.
  • Pricing drift between reps meant margin was different on every deal.
  • Submittal packages were rebuilt from scratch for every project.

What we built

  • Configurable product catalog with option rules, so invalid fixture builds can't be quoted.
  • Live margin calculation on every line, with approval thresholds for discounting.
  • One-click submittal and quote documents generated from the same source data.
  • Revision history on every quote, so nobody guesses which version the customer has.
Quote QT-2841
Margin
31.4%
Total
$40,270
Recessed downlight — 3000K×120$18,420
Linear pendant — 8ft×34$11,900
Exterior wall pack×56$7,340
Emergency egress kit×18$2,610
Custom web appProduct configuratorPDF generationRole-based approvals

Let's map what your company runs on.

Tell us how the work moves today. We'll come back with what a custom internal system would look like — scope, sequence, and what it replaces.