The Challenge

The sales team was stuck in swivel-chair mode. Quotes were manually created using static templates and email chains, requiring operations to intervene just to convert a quote into an order. As the company grew, the quote-to-order process couldn’t keep up. Errors increased, speed dropped, and hiring more ops support wasn’t sustainable.

The Solution

We designed and implemented a scalable, self-managed quote-to-order platform using the Catalyst Platform™, configured to fit the client’s existing stack and sales process.

What we delivered:

Guided quote builder with embedded pricing and contract logic
Seamless quote-to-order conversion without rekeying or IT tickets
Admin-configurable rules engine for in-house flexibility

The Results

Sales teams got the speed and control they needed. Operations got their time back. And leadership got a system that grows with them.

What the Client Said

“What you do, and the speed in which you do it, is remarkable.”
Manager, Sales Support, $400M Healthcare Distributor

The ProfitOptics Difference

Built-for-scale architecture that puts you in control
CRM and ERP integration for smooth, uninterrupted workflows
Intuitive interface for fast onboarding and adoption
Admin flexibility—no ongoing consulting required
Fast rollout with proven Catalyst Platform modules

Let’s Streamline How Your Sales Team Sells

If quoting is slowing down your business, it’s time for a better way. Let us help you scale with tools built for speed, accuracy, and sales momentum.

Talk to a Solutions Expert