We design and build quoting tools, portals and operational platforms around your business rules. Tools that integrate with your existing systems and bring spreadsheet, email and manual workflows into one application.
Development can be a complete application or a feature extending your current tools.
If preparing a proposal means combining spreadsheets, prices and terms, we build a tool that applies those rules and keeps information linked to the sales process.
For example
A quoting tool with country-specific pricing, discounts and budget allocation, connected to the CRM.
When management relies on separate records, we build an environment with the data, permissions and actions each person needs to do their job.
For example
A project dashboard linking services, teams, costs and billing.
If requests and follow-ups are scattered across emails and messages, we create a space where each person can initiate requests and check relevant information.
For example
A portal for requesting services, attaching documents and checking each request's status.
Tools our clients use to quote and manage projects.
Custom development · Sales quoting
For Despegar Ads, we built a HubSpot-integrated application that allocates budgets across brands and countries, applies pricing rules and generates insertion orders.
The team went from preparing quotes in hours to completing them in minutes, with products and amounts linked to the deal in the CRM.
Custom development · For Digifianz
We built REVIANZ for Digifianz: a platform that brings together services, internal teams and external collaborators with their commercial terms and costs.
It lets you view margin by project and period, link invoices to completed work and coordinate collaboration in one environment.
You can engage audit, design, implementation or support separately, depending on your project's stage. We agree on deliverables, budget and schedule before moving forward.
We review what each user needs to do and the limits of current tools. We compare configuring, integrating or building a custom feature to recommend an option and a first priority.
We agree on workflows, screens, rules, permissions and required connections. We scope an initial version and the criteria your team will use to confirm it meets the need.
We build the agreed solution and review it with its users. We test rules, permissions and integrations before launch. We can also start from an existing design after reviewing its materials.
We handle incidents, maintenance and minor adjustments with agreed monthly capacity. New features are assessed for scope before adding them to the work.
We first assess whether configuration or integration solves the need. Custom development makes sense when existing options lack relevant features or rules. An audit can inform that decision.
We review the APIs, permissions and restrictions of the tools involved. Then we define what information can be exchanged and which connections are in scope. Despegar, for example, uses its quoting tool from the HubSpot deal.
The workflows, rules, integrations and users the solution must support, plus how much is defined at the start. We quote deliverables or milestones with a schedule. Licenses, infrastructure and third-party services are listed separately.
The design is documented to support continuity. For implementation, the proposal specifies the code, configurations and access to be transferred, along with third-party licenses and components.
We can arrange support for incidents, maintenance and minor adjustments. New features are assessed by scope, and we agree on budget and schedule before including them.
Start with a concrete need; no technical specification required.
Tell us what it should enable, who would use it and how they do that work today.
Tell us what you need
