Proposal Assistant with pricing engine
Codellent
Category
Overview
different products in pricing engine
Proposal Assistant application
use-cases solved in one solution
Challenge
Bollerup-Jensen had a clear ambition to strengthen the use of digital tools and make better use of data across the business. One process that quickly proved to have significant potential was the preparation of customer quotations.
The quotation process was largely manual and characterized by considerable product and pricing complexity. At the same time, the process was semi-structured, and most of the input required for preparing quotations - including products, prices, and bills of materials - already existed in the company’s ERP system. This made the process both time-consuming and prone to errors, while also highlighting a clear opportunity for automation.
Solution
Codellent designed, developed, and implemented a data and application solution that automates price calculations and quotation generation. The solution was built as a quotation assistant, enabling users to quickly and intuitively combine products, adjust selections, and build quotations based on specific customer needs.
The quotation assistant is based on data from the ERP system, which is automatically retrieved and transformed into a consistent, reliable, and up-to-date data foundation. On top of this, a data-driven pricing engine was developed with a user-friendly web-based interface in Streamlit. The pricing engine combines information from bills of materials and supplier data and calculates both cost and sales prices based on a configurable margin.
The Result
The quotation assistant and pricing engine have streamlined the quotation process at Bollerup-Jensen and made pricing data more transparent and coherent. Product costs are now handled centrally in dynamic structures that can be updated and reused across quotations.
Work that previously required manual data collection and calculations across multiple Excel spreadsheets can now be performed semi-automatically and in real time through the application. The result is shorter time-to-market, fewer errors, and a sales process that is better equipped to scale in line with business growth.