Case Study: Platinum achieves centralized quoting and improved cash flow with QuoteOnSite

Platinum rolls out QuoteOnSite to 100% of teams and centralizes quoting

Platinum, a facilities maintenance provider for major corporate, legal, and banking organizations, faced challenges with an inefficient, siloed quoting process. Their teams relied on manually updated Word and Excel documents, which made it difficult to track the sales pipeline, secure authorizations, and maintain timely billing, ultimately impacting cash flow. They sought a cloud-based solution and found QuoteOnSite.

By implementing the QuoteOnSite system, Platinum centralized its quoting process. The solution provided automatic updates, clear pipeline visibility, and authority levels for sign-off. This dismantled bottlenecks, improved efficiencies, and gave management greater control. As a result, teams saved time on manual tracking, the service desk handled more work, and billing was completed on time, supporting the company's growth.

Platinum