Custom development and integration
More than 50 quotes a day, ready in minutes.
ADS Mexicana replaced manual quoting with a custom tool integrated into HubSpot.
From deal to proposal
Deal datacustom-builtADS rules
The quote is recorded in the HubSpot deal.
- Cloudfianz's work
- Custom quoting tool
- Connected platform
- HubSpot
- Implementation
- One year, from assessment to launch
The challenge
Quoting and recording were two separate jobs
The team used Excel to quote a broad product catalog. Prices, discounts, recommendations and technical formulas were applied manually. Product and client information was isolated, with no workflow connecting the data.
Once the proposal was ready, it still had to be recorded to preserve history. Besides delaying sales responses, the process relied on each person remembering and correctly applying business rules.
The technical decision
Choose a solution covering ADS's rules
Assess quoting rules
Cloudfianz mapped the sales process, calculation formulas and quoting criteria. HubSpot's native quoting tool was evaluated but could not represent the complexity of the catalog and internal rules.
Extend the existing platform
An external panel connected to HubSpot, which ADS already used, was chosen. The solution met the need without upgrading the HubSpot plan or adding licenses for that functionality.
The solution
An extension of the sales process
Proposals that once took one to several hours are now prepared in minutes, with calculation rules applied automatically. The sales team creates more than 50 quotes a day through the solution.
Data and quotes linked to the deal
CRM data
The information is already availableDeal, company, contacts and catalog products.
ADS rules
The quoting tool applies calculationsPrices, discounts and recommendations defined for its proposals.
HubSpot record
The proposal stays linkedThe quote is created and linked to the relevant deal.
The quoting tool integrates with HubSpot and automatically loads deal, company and associated contact data. The catalog uses HubSpot products, and the tool also supports importing complete catalogs via CSV files.
The panel applies ADS's own calculations: pricing rules, discounts and recommendations. At completion, it creates the quote in HubSpot and links it to the relevant deal.
Data available from the start
The salesperson uses client and deal information already in the CRM.
Consistent calculations
Rules run inside the tool without manually repeating formulas.
Automatic recording
The proposal is linked to the deal without a second entry to preserve history.
Connected catalog
Products, companies, contacts and quotes are part of the same sales workflow.
Development tailored to the sales process.
The project took one year from assessment to full launch.
The results
More than 50quotes per day
From hours of calculation to proposals in minutes
Quote in minutes and preserve history
The quoting tool became the sales team's main tool, with more than 50 daily quotes. A process that once took one to several hours is completed in minutes, with rules applied consistently to every proposal.
More time for sales work
Information is no longer isolated and every quote is recorded in the HubSpot deal. The team has more time for sales by reducing calculation and recording work.
With the existing HubSpot plan
The solution handled the workflow without upgrading HubSpot or adding licenses.
Do your catalog and rules slow down every proposal?
Tell us how your team quotes, which calculations it needs and where the proposal is recorded. Let's assess a tool that connects those steps.
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