Strategic Insight
In B2B commerce, revenue growth depends on faster, more accurate quotes—with smooth approvals and revision cycles powered by quote-to-cash automation.
Guided Configuration
Rules-based configurators validate specs, compatibility, and bundles in real time. Reps and buyers build accurate quotes instantly—no back-and-forth with engineering.
Collaborative Workspace
Shared quote environments replace endless email threads. Buyers, reps, finance, and engineers co-edit, comment, and approve in one version-controlled thread.
Policy-Driven Approvals
Automated thresholds for discount, margin, and risk trigger instant routing. Timers and nudges ensure approvals close in hours, not days.
ERP + CPQ Sync
Real-time data sync keeps pricing, terms, and product rules aligned across systems. No manual reentry or mismatched info—just consistent, audit-ready quotes.
Analytics & Optimization
Dashboards track quote cycle time, bottlenecks, and discount trends. Continuous tuning turns every quote into a faster, higher-win-rate opportunity.
What slowed every deal
Slow Turnaround = Lost Deals
Approvals varied by rep and product line, causing inconsistent pricing and discount control.
Email Chain Approvals
Multi-stakeholder quotes required sign-offs from sales, finance, and engineering—spread across endless email threads.
Engineering Overload
Routine configurations kept pulling engineers into quote revisions that didn’t need technical input.
Approval Bottlenecks
Approvals varied by rep and product line, causing inconsistent pricing and discount control.
How we streamlined the quoting experience
B2B Quoting Transformation
How we cut quote cycle time by 46% and boosted win rate by 7 points in 8 weeks
Policy Driven Approvals
Threshold-based approvals triggered only when discounts or terms exceeded policy limits, cutting manual reviews in half.
Collaborative Quote Workspace
Version-controlled, shared quote environments let sales, finance, and engineering review in parallel—no more email lag.
ERP + CPQ Sync
Automatic sync kept pricing, product rules, and contract entitlements consistent across systems.
8 weeks of quoting acceleration and higher close rates
1.7 % reduction in untracked margin lossDiscount Leakage
before
6.5 %
after
4.8 %
46% reduction in quoting cycle timeMedian Time-to-Quote
before
3.5 Days
after
1.9 Days
+23 % improvement in quote accuracyFirst-Pass Acceptance
before
41 %
after
64 %
What to steal
80% of quotes can be rules-only; route the weird 20% with a pre-filled brief to engineering using custom sales quoting software.
Add timers + nudges to approvals workflows; hours matter.
Data & method notes
Comparative cohorts by segment; excluded bundled promos.
Win rate = closed-won / (won+lost), 30-day window.
Key Implementation Insights
Phase 1: Configurator and BOM helper rollout
Phase 2: Approval policy mapping + workspace launch
Phase 3: ERP/CPQ integration + real-time sync testing
Partner with Reveation Labs today and let’s turn your business goals into tangible success. Get in touch with us to discover how we can help you.
