Automating Quotation Workflows to Accelerate Enterprise Sales Approval and Tracking

Industry:
About the Customer

The customer is part of a globally recognized leader in HVAC, refrigeration, and building systems.

Business Challenges

Manual, email- and spreadsheet-driven quotation processes are a common bottleneck for large equipment manufacturers — inquiries can sit in someone’s inbox for days before a formal quote is generated, and tracking approval status across multiple stakeholders is difficult without a structured system.

Solution

  • Built a digital quotation automation platform on Microsoft .NET and MS SQL Server, with an Angular front end
  • Covers the process from initial inquiry capture through structured quote generation to a defined approval workflow
  • Replaced an ad hoc, manual process with a trackable, end-to-end digital system

The technology that we use to support

Microsoft .NET
MS SQL Server
Angular

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What happens next?
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We Schedule a call at your convenience 

2

We do a discovery and consulting meeting

3

We prepare a proposal 

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