CPA Engineering Solutions Enhances Quoting Efficiency with QuoteWerks

Challenges:

CPA Engineering Solutions, a provider of engineering and technical services, previously relied on Word and Excel for quoting while managing its sales pipeline in Salesforce. As the company grew, this process became inefficient, prompting the need for a unified system.

Solution:

Partnering with Quintadena, CPA Engineering Solutions implemented QuoteWerks to streamline quoting, enable team collaboration, and support a range of quote complexities. A key requirement was generating an Instruction to Proceed output in Excel, which was seamlessly integrated. Additionally, the company explored ERP integration for real-time product and pricing updates, with further discussions planned.

Quintadena’s Project Planning Workshop ensured QuoteWerks was tailored to CPA’s needs, optimizing data capture, quote formatting, approval workflows, and user access rights.

By adopting QuoteWerks, CPA Engineering Solutions improved quoting efficiency, reduced manual effort, and enhanced collaboration. Automated workflows and data validation increased accuracy and consistency, positioning the company for continued growth