Sales-to-Ops Automation
Proposal assembly, approvals, and order packet handoff. Get quotes out in hours, not days.
Deliverables
Proposal templates & assembly automation
Approval flow routing and tracking
Order packet generation with all docs
Handoff playbooks between teams
Pricing lookup and configuration
Status tracking dashboards
CRM and ERP integration
Audit trail and compliance logs
Outcomes
Quotes in Hours, Not Days
Reduce proposal turnaround from 3-5 days to under 24 hours
Fewer Reworks
Eliminate errors from manual data entry and version conflicts
Clean Audit Trails
Complete tracking from initial quote through order handoff
Better Win Rates
Respond faster to RFQs and provide more accurate quotes
Ready to accelerate your quote-to-order process?
Request a process walkthrough to see how we can automate your sales-to-ops workflow.
Request a walkthrough