80% faster quote generation for a $10M supplement manufacturer
Automated quote generation system replacing manual spreadsheet calculations and copy-paste pricing across a multi-SKU supplement manufacturer.
The challenge
A $10M supplement manufacturer generated quotes through manual spreadsheet calculations and copy-paste pricing. Each quote took 30-45 minutes. Sales reps closed quotes slower than the market demanded. Pricing errors made it into customer hands.
The solution
We built a quote generation system tying HubSpot deal records to a centralized pricing logic engine. Sales rep enters quantity and SKU mix, system returns priced quote with margin protection rules baked in. Quote goes through PandaDoc for e-signature without manual document assembly.
Centralize pricing logic in Google Sheets with version control
Wire HubSpot deal fields to pricing engine via Zapier
Auto-generate PandaDoc quote from deal record
Margin protection rules block under-priced quotes
What we shipped on.
The outcome
80% faster quote generation. Sales reps closed 30%+ more quotes per week at the prior conversion rate, which translated directly to net new revenue. Pricing errors dropped to zero.
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Paid discovery from $500. Output is a written audit, ranked bottleneck list, and recommended scope. If we are not the right fit, we say so on the call.