Case study · Quotes & proposals
The quote goes out within the hour,
not in two days.
A custom services company handed the preparation of its quotes over to D&S Intelligence. The client prefers to stay anonymous: its processes and sales turnaround times are competitive information.
The context
The company prices every request case by case, using several catalogs and price lists that keep changing. In its market, prospects often sign with whoever gives a clear answer first.
The problems
- Every quote meant going back and forth between several catalogs, spreadsheets and the admin team.
- A request received on Monday was answered on Wednesday.
- Those two days of delay cost deals against faster competitors.
- Follow-ups depended on each person's memory.
The goals
- Answer a price request within the hour.
- Always price with up-to-date price lists.
- Send a clean quote that follows the company's branding.
- Follow up without anyone having to remember.
What we built
- Automatic pricingFrom an internal form, cross-checked against up-to-date price lists.
- Layout and sendingA PDF in the company's branding, sent and archived automatically.
- Scheduled follow-upsUntil the quote is signed, without anyone having to remember.
The results
- A request received in the morning comes back as a ready-to-sign quote within the hour.
- The quote is clean, on-brand, and archived automatically.
- The company is no longer the third to reply.
- Follow-ups no longer depend on anyone's memory.
10 hsaved on pricing every week
≈ €19,900saved per year
2nd monthsetup cost paid back
Ballpark figures · based on €44.20 per fully loaded hour (INSEE 2025 labor cost, France), 45 working weeks · your actual figures are set during the audit.
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Thirty free minutes, then a one-week audit and a costed plan.
€790 excl. VAT, deducted from your first invoice if, within three months, you deploy a project with at least €3,000 excl. VAT in setup.