Case Study
Custom Quote Builder & Excel Automation System
We transformed a complicated Excel quote calculator into a modern web-based quoting application for glass and window installers. The new system allows staff to generate professional quotes, calculate pricing instantly, manage projects, and export branded PDF proposals in minutes instead of hours.
ClearView Glass Installers was managing complex installation quotes using large Excel spreadsheets that were difficult to maintain, slow to update, and highly prone to manual errors.
We converted their entire Excel workflow into a modern web application with a clean dashboard, real-time calculations, automated pricing logic, and professional quote generation.
The system allows staff to create quotes for windows, glass panels, sliding windows, frames, installation services, scaffolding, disposal, sealants, and additional project costs from a single interface.
We added automated quote summaries, tax calculations, labor pricing, project timelines, installation schedules, and downloadable PDF quote generation with company branding.
The platform also includes customer management, project tracking, quote sharing, PDF export, and secure quote storage to simplify daily operations for the installation team.
The new system dramatically improved workflow speed, reduced calculation mistakes, and helped the company send more professional quotes that improved customer trust and conversion rates.
Our team used to rely on large Excel sheets that were difficult to manage and easy to break. The custom quoting system made our workflow faster, cleaner, and far more professional for both our staff and customers.