The client is a premier and leading manufacturer of semiconductors and PCBs, test handlers, and interface solutions, and provides inspection and metrology systems. Their broad range of products and services are used by diverse industries. The client came to us to build an enterprise quotation tool that could efficiently manage end-to-end quote requests, product and price lists, invoicing, and payments. 

They wanted us to automate the Request for Quotation (RFQ) process sent by customers with an instant revert facility. Also, they requested us to create an advanced quotation management system that automated the sales process with a centralized monitoring hub to get access to real-time visibility on sales. 

The client sought a tool that amplified their overall operational efficiency and speed up decision-making to catch up with the continuously evolving market demand.  

Resources Utilized

Engagement Period

Tech Stack Deployed

About Client

Project Overview

The RFQ Approval process was manual and time-consuming

Product pricing data was not available in a different currency as a result the internal users had to convert it manually

Difficulty in analyzing and tracking the total revenue, Closed revenue, lost RFQ, Average time to close RFQ

Poor and time-consuming BOM(Billing of Material) between Quote, Order, and Manufacturing

Manual Orders (lack of quote-to-order integration)

Quote and order were not synced and the quotation process was also long and involved takeover and handover of requirements between different roles

Major Challenges

Reduce time consumption by Automating the RFQ Approval process to ensure fast quotes.

Successfully managed the quote requests, product and price lists, invoicing, and payments from end to end

Fast processing of customers’ RFQs to quickly get past the discovery phase and increase conversion rates


Ability to negotiate the best value via multiple quotes to encourage larger orders

Valid product list and pricing data, no risk of manual mistakes


Track open quotes and support follow-up actions and provide feedback about lost RFQs


Simplified reports and analytics which helped in analyzing the total sales, total revenue, total requested

Quotes, lost revenues

Quick comparison of prices for different products, options, and configurations

Complete visibility into the generated quotes and their status


Developed a custom form(Dynamic) for the quote requesting a form to receive specific and accurate information

Developed a custom form(Dynamic) for the quote requesting a form to receive specific and accurate information.

Our Solutions

Manage product and price List

Manage users

Manage staff members

Manage RFQ & Quotes

Reports & Analytics

Main Features 

Industry Segment

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Enterprise Quoting Tool for Upgrading Quotation and Ordering Processes.jpg

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Enterprise Quoting Tool for Upgrading Quotation and Ordering Processes
