Dynamic Quote Generation – Custom Manufacturing
The Challenge:
A custom concrete solutions manufacturer processing 400+ RFQs monthly required 4-6 hours per quote with engineers manually calculating material costs, labor, equipment, and margin. Quote errors occurred in 15% of proposals causing margin erosion or lost bids, and sales reps lacked visibility into quote status creating customer experience issues.
The Solution:
Built Power Apps CPQ (Configure-Price-Quote) solution with rules engine calculating costs based on product specifications, material pricing from Fabric, labor standards, and target margins. Power Automate routed quotes through approval workflows based on discount levels and deal size. Azure AI recommended optimal pricing based on similar won/lost deals. Power BI dashboards tracked quote volume, win rates, and margin realization by product and sales rep.
Result:
Quote generation time reduced from 5 hours to 45 minutes enabling 5x throughput improvement, pricing errors eliminated completely preventing estimated $280K annual margin leakage, and quote-to-order conversion improved from 23% to 31% through faster response times and optimized pricing. Sales rep capacity effectively doubled without headcount additions.