Automotive Supplier — Self-Service Quoting Portal
We created a self-service quoting portal where customers and leads can configure an order, see live pricing, export a professional PDF, and convert an approved quote into a purchase order. Dozens of hours of repetitive quoting work were eliminated each week, while prospects received pricing immediately instead of waiting days.
- Dozens of sales hours saved each week
- Immediate pricing for customers and prospects
- Professional PDF quotes generated automatically
- Approved quotes converted directly into purchase orders
The Business
Client serves industrial buyers who frequently request pricing for repeatable product configurations.
The Growth Constraint
Their inside sales team spent much of each week preparing similar quotes by hand. Customers and prospects emailed or called, employees rebuilt configurations and pricing, PDFs were created manually, and every revision restarted part of the process. Every quote required a person, even when the request followed a familiar pattern. This created several costly consequences:
- Qualified leads waited days for basic pricing.
- Sales employees spent time rebuilding similar quotes.
- Revisions created additional rounds of manual work.
- High-value sales conversations competed with administrative quoting tasks.
The Solution
We turned the repeatable portion of quoting into a self-service experience, built as a customer-facing portal connected to current pricing. Customers and leads can configure an order, receive pricing, export a polished PDF for internal review, and convert the approved quote directly into a purchase order. The sales team remains available for complexity, negotiation, and guidance—but is no longer required for every repeatable calculation.
What We Built
Business Value Created
The portal improves both speed and capacity. Prospects receive answers immediately, which reduces friction during the buying process. Meanwhile, the sales team recovers dozens of hours each week and can focus on complex opportunities, relationships, and revenue-producing conversations.
We can essentially respond to RFQs on autopilot. One inside salesperson can handle hundreds of quote requests a week.