CRM with a configurator and automatic pricing for a blinds manufacturer
From quotes calculated by hand in a spreadsheet to a ready PDF offer in a few minutes, with full sales visibility for the owner.
Industry: Manufacturing (blinds, shutters, mosquito nets)
In short
- Quote: from dozens of minutes to a few minutes
- Zero pricing errors (the system calculates, not a person)
- Owner sees sales in real time
- Ready PDF offers generated with one click
About the project
A manufacturing company making made-to-measure window coverings: blinds, shutters and mosquito nets. Orders handled by salespeople, installation in the field, and an owner who wants to know what's happening in sales.
The challenge
Orders were kept in Google Sheets and on paper notes. Every quote was made by hand: dimensions, price list, discounts, retyping into an offer. With a dozen or so inquiries a day, salespeople lost half their day on it, and a pricing mistake meant either a loss on the job or an unhappy customer. The owner had no single place to see the sales pipeline.
Goals
- Cut quote preparation time and eliminate pricing errors
- Unify order handling in one system instead of sheets and notes
- Give the owner current visibility into sales
- Automate professional PDF offer generation
Technical challenges
Made-to-measure configurator
Prices depend on product type, dimensions, material and add-ons. The configurator had to price any combination from the price list, like an experienced salesperson would, only without mistakes.
One source of truth
Clients, orders, quotes and progress in one system, so the salesperson, installer and owner look at the same data.
Adoption by people, not just the server
The system had to fit the daily habit of the sales team, not become one more thing to remember. A simple flow: pick a product, enter dimensions, generate an offer.
Solution and implementation
Product configurator with automatic pricing
The salesperson picks the covering type and enters dimensions, and the system prices it from the price list and prepares the offer items. No more manual math or mistakes.
PDF offers in one click
From a finished quote the system generates a clean PDF offer to send to the client. Consistent look, always current prices.
Client and order management
Client records, order history and progress in one place. An installer panel for the field team.
Sales dashboard for the owner
Real-time view of sales and orders, so the owner decides on data, not gut feeling.
Results
Quotes in minutes instead of dozens of minutes
Salespeople prepare an offer in a few minutes and handle more inquiries in the same time.
Zero pricing errors
The system prices from the list, so the mistakes that cost margin or trust are gone.
The owner sees sales live
For the first time the whole order pipeline is in one place, available in real time.
Takeaways
Automation has to become a habit
The key was simplifying the flow so the sales team uses the system every day, without friction.
A configurator removes the costliest errors
Manual pricing is the most common source of losses. Moving it to the system pays off from the first orders.
Scope
- Web app
- Product configurator
- Automatic pricing
- PDF generation
- Sales dashboard
Technologies
- React
- Node.js
- PostgreSQL
- Client's own server
Frequently asked questions
What does this system do?
It replaces manual quoting in a spreadsheet with a configurator that calculates the price and generates a ready PDF offer in minutes.
How much time does it save?
A quote that took half an hour in a spreadsheet is ready in a few minutes.
Does the owner see sales?
Yes. Full view of orders and offer status in one place.
Can it fit my offer?
Yes. The configurator is set up for the company's specific products, sizes and pricing rules.
Who is it for?
For makers and installers of blinds, shutters and awnings who quote by hand.