A high-growth B2B SaaS provider eliminated spreadsheet-driven estimations

QuoteX Case Study

Opportunity

Utilizes project management and PSA software- Mission Control. However, they still r ely on Excel and spreadsheets for their pre-sales estimation activities. As they aim to grow and respond more quickly to customer needs, they find themselves constrained by these traditional estimation methods. Needed to bridge the gap between their pre-sales estimates and project delivery without introducing complex high overhead costs

Solution

The primary hurdle was a lack of collaborative quoting between their lean pre-sales team and the delivery department. They needed a robust, automated solution that could provide enterprise-level CPQ capabilities like derived hours and cost calculations while remaining accessible on cost-effective Salesforce Platform Licenses .

Challenges

QuoteX provided a 100% native framework that integrated pre-sales directly into the Salesforce environment without hitting organization object or tab limits. This enabled the team to transition to a high-precision Resourcing Plan model, optimizing their workflow and improving capacity planning without requiring a major increase in licensing expenditure