The Challenge
The client relied on a complex Excel workbook to generate quotes based on product specifications and custom requirements. The file contained a large number of macros and formulas built by a former employee, making it difficult to maintain or adapt.
As a business-critical tool, any changes carried risk. The lack of visibility and flexibility made it harder to update pricing logic, introduce new product ranges, or ensure quotes were complete and accurate.
The Desired Outcome
The client needed a system that could replace the spreadsheet with a more reliable and scalable solution. This included automating pricing calculations, ensuring no costs were missed, and supporting different product variations.
The system also needed to allow easy management of product data, including adding new ranges, removing outdated ones, and automatically calculating transport costs as part of the quote.
The Solution
We built a web-based quoting system backed by a central database, creating a single source of truth for all pricing and product data.
The system automates quote generation based on predefined rules, ensuring all required costs are included and calculations are consistent. Users can manage product ranges and pricing data directly within the system, with changes immediately reflected in new quotes.
Role-based access controls ensure that sensitive data is only available to authorised users, while reporting capabilities provide better visibility into pricing and performance.
The Impact
The new system improved both accuracy and efficiency across the quoting process:
- More reliable quoting – eliminates dependency on complex spreadsheets and reduces risk of errors.
- Consistent outputs – all quotes follow a standard structure and include all required costs.
- Greater flexibility – product ranges and pricing can be updated easily without changing underlying logic.
- Improved visibility – centralised data enables better reporting and decision-making.
Get your free initial consultation.
Book a free, 30-minute initial consultation to discuss your requirements and explore available options with one of our helpful team members.

