Sales solution
Cut quoting hours and win back deals that go cold
I help companies with a sales or office team turn slow quotes, invisible follow-up, and scattered sales knowledge into one clear system: guided quotes, visible margin, automatic follow-up, and control for management.
In short
What is Quotes OS?
Quotes OS is a custom sales system that helps companies with an office team prepare quotes in less time, see the follow-up on every proposal, and keep sales knowledge inside the company.
- Cuts the hours spent preparing quotes.
- Makes follow-up and margin visible before sending.
- Keeps prices and criteria in the company, not in one person.
- Best for
- B2B companies with 2 or more office people who prepare several quotes per week.
- First step
- Start with the Commercial Operations Diagnostic: one working improvement or prototype in 5 to 7 days.
Where time and sales leak out
- Quotes take too long.
- Only 2 or 3 people know how to prepare them well.
- Salespeople follow up from memory.
- Management cannot see how much money is open or at risk.
- Margin is reviewed late, or not at all.
- When a key person leaves, part of the sales knowledge leaves with them.
- Sales are lost to slowness, silence, and lack of control.
The problem is not just preparing quotes
The real problem is the whole commercial workflow, end to end. Every step without a system is a point where time, margin, or a sale slips away.
- Request
- Preparation
- Margin
- Approval
- Send
- Follow-up
- Won or lost reason
- Knowledge retained
When this flow lives in emails, spreadsheets, and people's heads, management cannot see it and the company depends on who happens to be in that day.
What Quotes OS could include
Guided quote generator
A step-by-step process so anyone on the team can prepare a correct quote, not only the usual two.
Margin control before sending
Margin visible while preparing, not after. Nothing goes out below what management decides.
Pipeline of sent quotes
Everything sent in one view: open value, status, and age of each proposal.
Follow-up reminders
The system flags which quote to chase today, instead of relying on the rep's memory.
Sales knowledge base
Prices, terms, and criteria stored in the company, not in one person's head.
Weekly report for management
A clear summary each week: how much was sent, how much is open, and where the risk is.
At-risk opportunity alerts
Warnings when a proposal has gone too long without a reply or any follow-up.
History by client and proposal
Each client with its history of quotes, decisions, and reasons, ready to review.
Try the demo on your phone
The demo uses fictional data. It does not represent a real company. It shows the kind of system that can be built around your real process.
Open demoStarting point
Commercial Operations Diagnostic
Investment
750 to 1,500 EUR
Duration
5 to 7 working days
What I deliver
- Map of the current process
- Detection of time and sales leaks
- Estimate of manual hours
- Review of sales follow-up
- First prototype or working improvement
- Phased implementation plan
My commitment
If I do not find a concrete, actionable improvement, I will not recommend building anything big.
When it makes sense
- You prepare many quotes per week.
- You have 2 or more people in office or sales administration.
- You sell B2B products or services.
- You manage stock, pricing, margin, delivery, or technical detail.
- You lose sales to slow follow-up.
- You depend too much on specific people.
What I ask in the first meeting
I listen first. These are the questions I start with:
- 01How many quote requests arrive weekly?
- 02Who prepares them?
- 03How long does one quote take?
- 04Where do prices and costs come from?
- 05Who checks margin?
- 06How is follow-up tracked?
- 07How do you know why a quote was lost?
- 08What sales knowledge lives only in one person's head?
- 09What happens when a key salesperson leaves?
- 10What would management like to see every Monday?
FAQ
Questions about Quotes OS
What is Quotes OS?
A custom sales system to prepare quotes faster, make follow-up visible, and keep sales knowledge inside the company. It is not a fixed product: it is built around your real process.
Who is it for?
Companies with an office or sales team that prepare several quotes per week and lose deals to slowness or missing follow-up.
How do we start?
With the Commercial Operations Diagnostic: 5 to 7 working days where I map the current process and deliver a first prototype or working improvement.
How much does it cost?
The diagnostic costs between 750 and 1,500 EUR depending on scope. Any build after that is decided later, in phases, and only if it makes sense.
Do I have to replace all my tools?
No. First I understand what you use today (email, spreadsheets, WhatsApp) and build on top or alongside, rather than forcing you to throw away what already works.
What about knowledge that lives in one person's head?
Part of the work is moving prices, terms, and criteria into a system, so the business does not depend on who is in that day.
Is the demo from a real client?
No. The demo uses fictional data. It shows the kind of system, not a client's results.
I listen first. Then I propose.
I do not start by selling software. First I understand the real process. If I see a clear improvement, I propose a small pilot. If I see nothing concrete, I say so.