Simplify the Quoting Process
By integrating real-time pricing, dynamic adjustments, and seamless data flow across functional areas, automating the quoting process accelerates sales lifecycles and aligns with long-term revenue goals. Transitioning to an automated CPQ system empowers businesses to make quoting fast, accurate, and scalable, ultimately enhancing customer satisfaction and supporting substantial growth.
Automated Quoting for Consistent Revenue
In a world of B2B complexity, transform quoting from a sales bottleneck into a revenue accelerator. Intelligent automation handles complex configurations instantly, enabling faster responses to RFPs, more competitive pricing, and higher win rates on complex B2B deals.
Core Advantages of Our Quoting Process Solution
1 | Flexible Quoting
Create a variety of quotes quickly, easily, and accurately to close more deals faster with automation and easily accessible historical reference.
2 | Dynamic Pricing Catalogs
Craft custom product and pricing configurations with ease, to match your customer’s needs and buying patterns.
3 | Detailed Insights
Maximize conversions with comprehensive reports to access acquisition, retention, and expansion revenue as well as conversion rates.
4 | Streamline Pricing
Optimize your pricing strategy and revenue with discount policies, offers, and promotion recommendations based on behavioral data.
Case Study | Quoting (CPQ Alternatives)
From Spreadsheets to Speed: Quotes in under an hour
How this var replaced manual quoting with SAASTEPS: cutting their quote turnaround from 4 days to under 1 hour.
Industry:
IT Services/Technology
Company size:
Scaleup/SMB
products implemented:
Renewals VIP Bundle (Quoting + Renewals)
Pain Point / Challenge:
This VAR’s quoting process lived in Excel. Each quote required manually entering line items, calculating totals, and assembling proposals from scratch. Sales reps spent hours checking for errors, and formatting PDFs, only to repeat the cycle for the next deal. As the team scaled, so did the inefficiencies. What should’ve been fast became a bottleneck, with quotes taking up to four days to send out, costing them time, trust, and revenue.
Action plan + process:
Rather than jumping into a solution, we asked one question: “How long does it take your team to get a quote out the door?” As soon as they mentioned “four days,” that is all we needed to hear. We reviewed their end-to-end process and identified simple changes that could offer immediate impact. With guided copy-and-paste templates, we showed them how quoting could shift from a chore to a competitive advantage. (Ultimately, streamlining their revenue data for seamless renewals management.)
Solution:
With SAASTEPS Quoting, they now copy-and-paste unstructured data directly in Salesforce, automatically structuring and populating quotes with the right pricing, product bundles, terms, and branding. The new setup introduced:
• Automatic data entry; zero manual work
• Seamless quote creation with pre-built templates
• Instant PDF generation and in-system approvals
Every quote is fast, clean, and fully setup to automate renewals.
Results:
A 96% decrease in quoting and renewals time. What once took four days now takes under an hour. Sales reps are no longer delayed by formatting or double-checking numbers. They’re focused on conversations, not calculations. With SAASTEPS Quoting (and Renewals) in place, the team moves faster, closes sooner, and delivers a polished experience that reflects their brand.
Startup Express Bundle
- Quoting + Subscription Management
- Includes 5 User licenses
- Auto Billing + Invoicing
- 100% Salesforce-native
For SMBs ready to Scale, the Startup Express Bundle gives you everything you need to automate quoting, billing, and payments, all built on Salesforce CRM. Designed for growing teams who are serious about revenue operations.
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Express QuickStart Services
- 2 - 4 week implementation
- Single Initial Fee
- Migration Starter Package
Our structured Express QuickStart Service is designed for teams that need documented change management, stakeholder alignment, or integration planning. Over 2 – 4 weeks, we’ll configure your Quoting, Billing, Invoicing, Payment, and active Auto-Billing & Invoicing all in Salesforce.
Sales Operations Manager, Software/Technology
