Quoting · Project 03
Two days to send an estimate
B2B distributor. Two-day estimates now go out in 4 hours.
2 days to 4h
Estimate turnaround
What it looked like before
A B2B distributor wrote estimates by hand off price lists, freight tables, and a salesperson's memory. Two days was normal.
What replaced it
The quoting system drafts from their catalog and their rules. Two-day estimates go out in 4 hours.
What it still does not do
Nothing goes out on its own. Every estimate waits for a person to approve it, and it will not price below the margin floor.
How it was built
| Trained on | Their catalog, their freight rules, and three years of quotes actually sent. |
|---|---|
| Runs in | Their accounts, on their billing, run by a named person on their team. We hand over the keys and the training that goes with them. |
Industries where this comes up
Other projects
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