The Challenge

The quoting process was slowing down revenue. Sales reps were juggling spreadsheets, outdated pricing lists, and approval bottlenecks just to generate quotes. Every new product, tiered price, or contract nuance added friction—and with customers expecting speed, the manual process became a liability.

The Solution

We delivered a dynamic quoting engine built on the Catalyst Platform™, tailored to the supplier’s complex pricing structures and contract logic.

Key features included:

Configurable quote templates that automatically applied customer-specific pricing rules
Real-time margin checks and approval triggers to maintain guardrails
Integration with ERP and CRM systems to ensure data flow and order conversion

The Results

The client didn’t just speed up quoting—they turned it into a competitive advantage.

What the Client Said

“In my 30 years in IT, I’ve never seen so many sales-facing solutions implemented with so few implementation challenges.”
CIO, $750M Healthcare Supplier

The ProfitOptics Difference

Quoting logic built around your actual pricing contracts and approval paths
Easy-to-use tools that embed directly into your sales workflow
Rapid deployment using pre-built Catalyst components
Automated controls that maintain margin discipline
Designed for sales adoption—not just IT compliance

Let’s Accelerate Your Quote-to-Order Process

Your reps know your products. Let’s give them the tools to move faster, price smarter, and win more.

Talk to a Quoting Expert