Dynamic Proposal Generator

Automated & Flexible Proposal Generator

Company Overview

Company is focused on building automation and control solutions that integrate with systems such as A/V, lighting, shading, IT, security, BMS, and HVAC.  Their products are designed and built to work together as a complete system, to allow their customers to monitor, manage, and control everything from one platform.

The Challenge:

Company offers multiple solutions for their customers.  As a result, they send several quotes to new and existing customers.  Their quotation system needed updates to improve the overall estimation process to increase efficiency.  ESW was hired to enhance their existing Quotation Calculator tool using Microsoft Excel.

The Solution:

ESW created custom Excel macros that work behind the scenes within the Quotation Calculator tool to automate calculations seamlessly based on specified inputs.  The tool allows for standard data input, quote details selection as well as the ability to generate a completed Bill of Materials that can be previewed and exported to PDF.  It can also be used by multiple users simultaneously.

Key Client Benefits:

The automation features that ESW implemented streamlined the overall quotation workflow to make the process more efficient while following standard best practices for quotation tools.  Company can now generate quotes faster to service more customers and spend more time focusing on building their technology products.

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Created by ESW Team | March 1, 2017 | Excel, SQL Server

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