About this webinar:
Many mid-sized and enterprise professional services firms struggle to manage quoting effectively, especially when juggling multiple spreadsheets, inconsistent discounting, and manual Statements of Work. Without standardization and automation, quoting quickly becomes chaotic—hurting your win rates, client relationships, and profit margins.
In this practical webinar featuring quoting experts from BigTime and special guest Chuck Welti (UiPath), you’ll explore proven methods for transitioning from manual, error-prone processes to automated, streamlined quoting.
Watch to discover:
- How industry leaders effectively standardize quoting and discount policies to instantly improve margins and reduce unexpected scope creep.
- Real-world examples of firms shortening their sales cycles and boosting profitability by eliminating manual quoting inefficiencies.
- Steps to seamlessly integrate quoting with your existing CRM and PSA tools, ensuring accurate proposals and alignment across your teams.
- Key strategies to reduce administrative burdens, enabling your team to focus more on high-impact sales activities.
If you’re ready to replace chaotic quoting with clarity and consistency, this session will show you exactly how.
