A commercial security installation business was quoting from spreadsheets with over 10,000 products across multiple vendors. Every quote meant manual product searches, copy-paste pricing, and inconsistent documents that took hours to produce.
About the client
A specialist security installation company delivering CCTV, access control, and intruder alarm systems to commercial clients across the UK.
As the team grew, more people needed to produce quotes. But the quoting process depended on product knowledge that lived in one or two people's heads, not in a system.
Quotes were built in spreadsheets, with product data pulled from supplier PDFs, price lists, and emails. No single source of truth, no version control, no consistency.
The product catalogue spanned multiple manufacturers and distributors. Finding the right product at the right price meant searching through multiple sources every time.
Three areas where the quoting process was costing time, introducing errors, and limiting the team's ability to scale.
Every quote started with someone searching through supplier PDFs, price lists, and old emails to find the right products. There was no centralised catalogue, so the same search happened over and over for every job.
Product descriptions, prices, and part numbers were copied between spreadsheets by hand. Old prices lingered, descriptions drifted, and there was no way to know whether a quote reflected the latest supplier data.
New team members could not produce accurate quotes without months of product knowledge. The process depended on experienced staff, making it impossible to scale the sales function without bottlenecks.
A bespoke quoting tool that unified product data from all vendors into a single searchable catalogue with automatic pricing, margin calculations, and professional document output.
All 10,000+ products from every vendor are searchable in one place. The team finds what they need in seconds, with up-to-date pricing and specifications pulled directly from supplier data.
Margins, markups, labour costs, and totals are calculated automatically. No more formula errors, no manual arithmetic, no inconsistency between quotes.
Quotes are generated as polished, branded PDF documents in one click. Consistent formatting, accurate data, and a professional appearance every time.
Product data, pricing rules, and margin settings are managed centrally. Updates propagate instantly, and access is controlled by role so sensitive pricing stays protected.
If you recognise what these businesses were going through, a Systems Audit is the right place to start.
If you are thinking about using Joe and Alpha Labs, stop thinking and just go for it.