Case Study: Capital Service Solutions halves quoting time with QuoteOnSite

Capital Service Solutions halves quoting time with QuoteOnSite

Capital Service Solutions, a cleaning services company, faced significant challenges with its inefficient and disorganized quoting process. Using a combination of Word and Excel documents stored in separate folders created bottlenecks as the company grew, taking up valuable time for quality checks and follow-ups. This cumbersome system prevented the team from focusing on their core business and client relationships, prompting a search for a solution, which they found with vendor QuoteOnSite and its product, DocFlite.

QuoteOnSite implemented its DocFlite system to streamline the entire sales and document management process. The solution dramatically reduced the time spent on creating and sending quotes by at least half. Furthermore, DocFlite's features helped identify the most promising leads based on client engagement, which greatly increased Capital Service Solutions' conversion rate. These efficiencies allowed the company to generate extra revenue, more than covering the cost of the software, and freed up time to train more personnel and focus on client relationships.

Capital Service Solutions