Case Study: Staples achieves consistent, accurate, and scalable sales quoting with ConnectWise CPQ

Quosal Brings Easy and Consistent Sales Quoting Process to Staples Small Business Customers

Staples, the world’s largest office products company, relied on 50 in-store IT consultants to produce technology quotes for small business customers using Excel and Word. That ad‑hoc process was time-consuming, error‑prone, produced inconsistent proposals that didn’t reflect the brand, and couldn’t scale to support expected growth.

Staples implemented Quosal Create with Order Porter and integrated it with Salesforce, order management and financial systems to standardize templates, streamline workflows and enable electronic approvals. The outcome was professional, uniform quotes, big time savings, fewer order exceptions, and a repeatable, scalable quoting process that supports continued growth.

Staples

Jeffrey Besse

Senior IT Manager