Case study · Furniture manufacturer

A 15-minute proforma in 15 seconds.

A furniture manufacturer compared both ways on a real proforma built from one of its own orders: 15 minutes by hand, 15 seconds with Quotivo.

Industry
Furniture manufacturing
Document
Proforma invoice
Measured on
The manufacturer's own order
Company name
Not disclosed

Before: every proforma by hand

Preparing a proforma by hand means repeating the same tasks for every line of the order note:

  • Finding the product code in the price list
  • Picking the price grade for the fabric
  • Working out the discount and VAT
  • Adding product images to the template
  • Retyping the payment and delivery terms

After: from order note to proforma

The price list, images and terms were uploaded once. Every quote now comes out in the same three steps.

  1. 1

    Paste the order note

    Quotivo picks out the codes, quantities, fabric and discount, and finds each product in the manufacturer's own price list.

  2. 2

    Review

    An item that doesn't match is never made up; it is flagged on screen. Missing prices and mismatched fabrics raise a warning.

  3. 3

    Send PDF or Excel

    A branded PDF with product images, or an Excel file with working formulas; whichever the buyer prefers.

The result

15 minby hand15 secwith Quotivo

Measured on a real proforma built from one of the manufacturer's own orders. Timing varies with the length of the order and the catalog.

Let's run the same test with your catalog.

Book a demo and we'll try it together on one of your own orders.