When is a standard bid function in an ERP or CRM system sufficient for the project?

The existing form is sufficient if it can accurately describe the set-up, save versions of the proposal and obtain approvals. Configuration features are required when the vendor can no longer reliably check all combinations or parts of the project.

How do I transfer a material change approved by the customer to an order?

The approved version of the offer with product codes and agreed terms is transmitted to the manufacturer. If the order is already executed, the responsible employee aligns the change with the production and confirms the conditions for its fulfillment to the customer.

How do you assess the benefits of drafting proposals for project profitability?

Comparisons are made between the timing of the proposal, version errors and costs not included due to lack of information. The final margin is calculated on the basis of confirmed prices and actual project costs.

What if the desired sets are not in the manufacturer's rules?

It is labeled as being individually tuned. Until the manufacturer's response, a final production price or deadline cannot be provided as approved. The worker sees what solution is needed and what part of the offer he or she is affected by.

Interior package and quote configurator

The manager prepares an interior set with prices and delivery conditions. After the customer changes the choice, the offer can be recalculated and the option approved for the order can be saved.

Models, materials, sets, quantities, prices, terms and delivery are combined via email and spreadsheets. The bidding cycle is longer, and it is difficult to manage versions and control margin.

How the solution works

The manager links the project premises or parts to the required products.
According to the approved catalogue, selects possible sets, and transfers a non-standard need to the supplier.
Estimated cost and delivery costs are compatible with the employee with approval rights.
The customer approves a specific version of the offer; its specification and terms are forwarded to the order.

Key challenges

Project quotations are prepared manually

Solution capabilities

Project specification

The products and their sets are assigned to the part of the project, so that when changing the need it is clear which location of the proposal it is operating.

Verification of possible combinations

Standard choices are checked against catalog rules; a non-standard combination remains unconfirmed until the supplier's response.

Full bid price

The cost of goods, deliveries and agreed-upon additional works are included according to available reliable sources.

Version and permission to change terms

The proposal change preserves the previous version and receives the required commercial and client approval.

Exact handover for execution

The order receives a confirmed set, quantities and conditions without rewriting them from the document.

Business context

Project quotations are prepared manually: Models, materials, sets, quantities, prices, terms and delivery are combined via email and spreadsheets. The bidding cycle is longer, and it is difficult to manage versions and control margin.
An easier-to-compare interior proposal: The buyer of the project evaluates the entire set, its price and suitability for space. Clearly recalculated choices help discuss alternatives without starting the proposal again. The seller can offer suitable additional elements and services, while showing their influence on the total price.

Core features

Project specification
Verification of possible combinations
Full bid price
Version and permission to change terms
Exact handover for execution

Key integrations

Product information management system (PIM): Configurations, combination rules and visuals.
Enterprise resource planning system (ERP): Prices, customer, order and financial data.
Supplier integrations: Terms and state of production.
Logistics Module: Evaluation of delivery costs.
Customer relationship management system (CRM): Object, Customer and Sales Opportunity.

Potential impact (%)

The ranges indicate an illustrative relative change in the metric under the stated assumptions. Results depend on the starting position and actual use of the solution. Percentages for different metrics must not be added together.

Active time for drafting and revising a design proposal

12–36%Decreasing

This illustrative scenario assumes that 30-60% of manual data entry and handover work can be addressed. That share is assumed to fall by 40-60%. Company data is needed to verify both the addressable workload and the resulting change.

Comparing employee time in projects of similar size and debugging complexity, distinguishing the client's wait.

Order corrections for incorrect version of the offer

12–42%Decreasing

This illustrative scenario assumes that 30-60% of errors can be addressed through the data and rule checks described. That share is assumed to fall by 40-70%. Company data is needed to verify both the addressable share and the resulting change.

Corrections are calculated for outdated data, separately from changes ordered later by the customer.

Part of interior proposals that have been converted into orders

6–22%Increasing

Sample starting part - 35%. Assumption: 15-30% of the remaining cases involve an uncertain price for the entire set of furniture; a solution would help solve 20-40% of these cases.

Accepted bids are divided by all bids submitted in comparable volumes.

Conditional calculation scenarios. The assumptions have not been validated against client measurements.

When this solution is relevant

Proposals are prepared in Excel or by email
Customers often change the setup
It is difficult to trace the approved version
Margin recalculated manually
Confirmed set-up is re-entered into ERP

Implementation requirements

For the preparation of design proposals, there is a consensus as to who approves combinations of materials, non-standard sets and commercial exceptions. Catalog and manufacturers data are linked to the versions of the proposal so that the customer-approved specification and delivery stages enter the order.