Quotation Processing Solution

User friendly quote generation with inventory management








About Client

Fluidline Systems & Controls [P] Ltd which has been a reputed partner for over 2000 clients spread across South India, supporting them with top of the line products & services from KSB Pumps, KSB valves, CGL Motors, EAGLE BURGMANN, METSO flow controls, SANIFLO pumping systems, PRINCE pipes etc. They are adjudged continuously as one of India's top 3 dealers by our principals for the past 25 years.

The Challenge

  • One of the main challenges in automating their product & service flow includes the listing of 30,000+ products (components, parts, spares, service, etc.,) all in one single application.

  • The time consumed and human efforts spent for searching, applying and calculating for their sales team should be made as quick as possible, enhancing their sales activities much more rather than spending most of their time in this process.

  • Applying different formulas, pricing patterns, discount factors for their end customers should be standardized.

The Approach

  • Proposed a simple & user-friendly web solution, where all their internal team are brought in together with role based authentications.

  • Enabling the Sales team to quickly search, apply and calculate for the required item among their huge volume of products within few minutes.

  • Quotation can be generated within few minutes and exported, which minimizes their time for generating a quote from 90 minutes per quote (when done manually) to less than 5 minutes per quote.

Our Solution

This solution has been developed by a team of 2 members within 350 hours.

  • Developed an auto update tool, where the client can upload products (including its specifications, prices, stock) all in one go.

  • Developed customized discount factor, pricing patterns which are now just options for them to quickly engage and upscale their sales.


The Impact

  • The time taken for making a single quote and the human efforts spent has been reduced by 90%.

  • Quotation generation along with customized discount factors can be done in few clicks.

  • Their sales process has been improved up to 40%.