A specialty food manufacturer needed a more streamlined way to generate quotes and estimate production costs for custom product requests. As more clients requested custom products, including private label and co-packing arrangements, the team relied on accurate pricing to stay competitive. Their existing process centered around a complex spreadsheet with formulas and manual entry, which made it challenging to keep quotes consistent and efficient. Building each quote often required pulling data from multiple sources such as spreadsheets, emails, and internal systems, adding unnecessary friction to the workflow.
Although the company used an ERP system to manage inventory and customer records, it lacked a dedicated quoting or estimation module. Off-the-shelf CPQ (Configure, Price, Quote) solutions were either too bulky or cost-prohibitive. The company needed something tailored, lightweight, and seamlessly integrated with their existing data.
SOS Consulting Services developed a custom desktop application built on top of the client’s existing ERP infrastructure. This tool gives users the ability to create, revise, and manage quotes in one centralized interface.
Key features of the solution include:
The system also enables version control, allowing teams to duplicate, revise, and archive quotes with full traceability.
The custom quoting tool has become a vital part of the company’s sales and operations workflow. It replaced a cumbersome, error-prone process with a centralized, consistent, and fast quoting system, all without the need for a third-party CPQ platform.
As a result, the company has:
This project is a prime example of how SOS Consulting leverages ERP data to create practical, high-impact tools that drive operational efficiency, without overengineering the solution.
