Project: Automated Sales Proposal Generation



A major North American security firm provides proactive and intelligent video monitoring technology for indoor and outdoor assets. As they diversified their operations into multiple business verticals, their sales team generated complex, custom sales proposals for potential clients. They needed a harmonized approach to quickly generating quotes that reflected accurate pricing and outputted in a uniform, digital format.

Complicated spreadsheets and inconsistency.

Proposals generated from word processing software and spreadsheet-based pricing calculators meant uncontrolled access to pricing calculations. Multiple versions of pricing calculators complicated the issue, allowing out-of-date prices to be sent to potential customers. At the same time, manual creation of final proposals became inconsistent between account executives with non-existent version control.

The Solution.

Distilled built an integrated platform that allows account executives to easily build complex pricing scenarios, equipment lists and seek manager approval. The application features automated PDF proposal generation, so potential clients receive uniformly branded proposals with no chance for an outdated template. Managers have access to business metrics reporting regarding employee and market performance to allow for iterative improvements to their offerings.