The challenge
Quoting required an engineer to check option compatibility and price manually, so a quote took days and sales lost deals to faster competitors.
Objectives
- Let sales configure a valid product unaided
- Price automatically from the configuration
- Prevent invalid combinations
- Push the quote into the CRM
What we built
A guided configurator encoding the compatibility and pricing rules, producing a valid priced configuration that writes straight into the CRM as a quote.
Technology
JavaScript · PHP · Zoho CRM
How it was delivered
- Compatibility and pricing rules encoded from engineering input
- Step-by-step configurator preventing invalid combinations
- Automatic pricing with margin rules applied
- CRM integration creating the quote record
Outcomes
- Quote turnaround fell from days to minutes
- Engineers stopped being a bottleneck on routine quotes
- Invalid configurations no longer reach production