Construction, specialty engineering and building productsSpecialty Construction Firm
A specialty construction firm turned multi-bidder quoting into one click, sending tailored quotes to every bidding contractor from one project.
A specialty construction company quotes the same commercial project to several contractors who are bidding on it. It already used Salesforce CPQ, but the standard one-quote, one-customer model did not match how it sells.
The challenge
Reps rebuilt the same quote for each bidder on a project, then renamed, saved, and emailed every document by hand. Combining quotes with cover and summary pages meant more manual assembly, and sales orders were created outside the quoting process.
The solution
SiiMPLY7 extended CPQ with a project, opportunity, and bidder data model and a custom component that generates bidder-specific quote documents from a single quote. Quotes go to all bidders in one step, are saved with consistent names, and merge into one package with cover and summary pages through Conga Composer.
Implementation highlights
What we built.
- Project, opportunity, and bidder data model
- One quote generates documents for every bidder
- Send quotes to all bidders in one step
- Conga merge with cover and summary pages
- Sales order proof of concept on the CPQ order object
Results
No more rebuilding quotes per contractor
Every quote saved and named automatically
Merged quote sets sent in one step
Engagement summary
The first phase delivered the multi-bidder quoting and document merge build. A second phase rebuilt the quote templates in Conga, refined email delivery, and tested a sales order process.
What's next
Next steps in view included rolling the sales order process from proof of concept into daily use.
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