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Professional services
Quoting process from days to minutes
A quoting module with pricing logic, digital signing and automatic follow-up, connected to the CRM.
Situation
Quotes were built by hand in Word, with each advisor applying their own discounts. Nobody knew the average margin or win rate.
Approach
- —Centralised pricing logic with tiers and approval thresholds
- —Quotes built in the app and signed digitally
- —Automatic reminders for outstanding quotes
- —Margin and win-rate analysis by advisor and service
Result
- Quotes drawn up in minutes instead of hours
- Visibility into margin and win rate per advisor
- Fewer expired quotes thanks to automatic follow-up