CASE STUDY
Quote Builder for Security Integrators
Automated pricing engine that reduced quote generation time by 3x
The Challenge
A security systems integrator was spending 2-3 hours per quote, manually checking prices across multiple vendor portals, calculating margins, and building bills of materials. Their sales team was bottlenecked, limiting growth potential and frustrating customers waiting days for quotes.
The Solution
Automated Price Fetching
- • Web scraping of vendor portals (ADI, Anixter, Tri-Ed)
- • Real-time price updates with availability checking
- • Automatic alternative product suggestions
- • Historical price tracking for trend analysis
Intelligent BOM Builder
- • Template-based system configurations
- • Automatic cable and accessory calculations
- • Labor hour estimation based on project type
- • Margin optimization recommendations
Technical Implementation
Frontend: Next.js quote builder interface
Backend: FastAPI with async scraping
Scraping: Playwright with stealth mode
Database: PostgreSQL for pricing data
Cache: Redis for vendor session management
Export: PDF generation with React PDF
Results
3x
Faster quote generation
85%
Reduction in pricing errors
$2.4M
Additional revenue captured
Sales reps now generate accurate quotes in under 30 minutes. The system automatically fetches current pricing, suggests compatible products, and optimizes margins. The company has increased quote volume by 250% without adding sales staff.
Features Delivered
- Real-time pricing from 5 major distributors
- Automatic BOM generation with cable calculations
- Margin optimization with floor/ceiling rules
- Customer-specific pricing tiers
- Professional PDF quote generation
- CRM integration for opportunity tracking
Client Testimonial
“This tool has completely transformed our sales process. What used to take hours now takes minutes, and our quotes are more accurate than ever. We've been able to respond to RFPs we would have previously passed on due to time constraints.”
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