CASE STUDY
Quoting Went 3X Faster With Built-In Pricing Logic
Reps now move from quote to order with speed and accuracy
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Quote-to-order workflow 2
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 Sales reps were juggling spreadsheets, outdated pricing lists, and approval bottlenecks just to generate quotes.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.

Overview

  • Industry:  Healthcare Supply

  • Company Size:  $750M

  • Systems:  ERP, CRM, manual quoting templates

  • Focus Area: Quoting Automation, Sales Enablement

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

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The Results
3X faster quote creation
across the sales team
Reduced pricing errors and manual revisions
Higher quote-to-order conversion rates
ERP, CRM, manual quoting templates

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

What Our Clients Say
“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
Medical supply sales technology 2
Let’s Build What’s Next.

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