A comprehensive CRM that streamlines the quotation process between buyers and suppliers, automating proposal creation and tracking.
Qest is a specialized Customer Relationship Management (CRM) system designed to streamline the quotation process between buyers and suppliers. The platform enables organization administrators to prepare detailed quotations and share them directly with customers.
The system features powerful automation capabilities based on different items and quantities, making the quotation preparation process efficient and error-free. Additionally, a comprehensive reporting system allows users to analyze quotation data, track conversion rates, and identify trends to optimize business strategies.
Our client approached us with several specific challenges they wanted to address:
We developed a comprehensive quotation management system with the following key features:
An intuitive interface for creating detailed quotations with customizable templates, automated calculations, and item management, saving significant time and reducing errors in the process.
Separate but integrated login systems for suppliers and buyers, each with tailored interfaces that address their specific needs while facilitating smooth communication between parties.
Tools for creating, tracking, and managing budgets alongside proposal development, allowing organizations to maintain financial control throughout the quotation process.
A sophisticated comparison screen that enables buyers to evaluate multiple proposals side-by-side based on various criteria, facilitating informed decision-making.
Multiple options for sharing quotations with clients, including email integration and secure shareable links that can be distributed via messaging platforms.
Advanced reporting capabilities that transform quotation data into actionable insights, with customizable reports, visualizations, and trend analysis to support strategic decision-making.
Intelligent automation based on predefined triggers such as item selection and quantity thresholds, streamlining the entire quotation process from creation to approval.
Qest was built as a robust web application with the following technology stack:
The application was built using a monolithic Rails architecture, providing a cohesive user experience while maintaining efficient data management. The system was designed with scalability in mind, allowing for the handling of numerous quotations and users without performance degradation.
For deployment, we utilized Heroku's cloud platform, which provided reliable hosting with automatic scaling capabilities. Version control was managed through GitHub SVN, ensuring collaborative development and maintaining a clear history of all changes made during the development process.
Reduction in time spent creating and managing quotations
Increase in quotation conversion rates
Users reported improved client communication
Growth in client's customer base following implementation
Qest has transformed the client's quotation management process, significantly reducing the time and effort required to create, share, and track quotations. The automated workflows have minimized errors and improved consistency, while the reporting tools have provided valuable insights that drive business decisions. The system has become an integral part of the client's operations, enhancing both internal efficiency and customer satisfaction.
Customer Relationship Management
Monolithic Rails Web Application
Web Server: Heroku
Let's discuss how a custom quotation management system can help your business close more deals efficiently.