Printer sales and service is specification-heavy: models, service tiers, consumables, and customer-specific discounts. One Queensland team relied on sprawling spreadsheets—accurate but slow.
The bottleneck
Reps spent hours assembling quotes while customers waited. Leadership knew speed influenced win rate but feared a CRM migration would not capture product logic.
The custom approach
Movate built a web application that:
- Encodes product and pricing rules
- Generates branded PDF quotes in minutes
- Stores customer history for repeat orders
- Works on desktop and mobile browsers
Read the full TPS case study for outcomes and features.
Lessons for other B2B teams
- Automate the rules engine first—not the CRM wrapper
- Validate with real SKUs in a PoC
- Train on live test quotes before go-live
Your quoting workflow
If your sales team still wrestles spreadsheets, see our B2B industry page or contact Movate.