Is Your Manual Quoting Process Holding Your Team Back?
Most mid‑sized professional services firms still build quotes and SOWs in Word/Excel. That slow, disconnected process drags deals out and creates problems you only discover after kickoff.
- When proposals stall, momentum dies. Teams using CPQ report shorter sales cycles (≈28%) and more proposals out the door per rep.
- Spreadsheet math is brittle. Multiple studies show roughly 88% of spreadsheets contain errors, and those slip straight into quotes, SOWs, and billing.
- Sales promises don’t match delivery plans. Re‑keying details into a PSA creates version drift, scope mistakes, and “free” work.
- Handoffs take days. Staffing and forecasting can’t start until a project is created—so revenue recognition slips to the right.
Bottom line: manual, siloed quoting isn’t just inefficient—it quietly kills velocity and leaks margin before work begins.
There’s a Better Way
BigTime Quotes puts quoting inside the platform where you already deliver the work. Approved quotes become live BigTime projects—with tasks, budgets, and billing settings already in place. No re‑entry. No “what did Sales promise?” fire drills. Pricing guardrails (rate cards, approvals, audit trail) protect margin at the quote, not after the fact.
In This Webinar, You’ll Learn How To:
- Deliver consistent quotes and SOWs by standardizing services and pricing—without slowing deals.
- Shrink quote‑to‑kickoff by creating the SOW where delivery actually runs, so staffing can start as soon as it’s approved.
- Protect margin by default with rate cards, approvals, and an audit trail that prevents discount drift and mis‑scope write‑downs.
- Measure the lift with four simple KPIs: quote cycle time, quote accuracy, won→live lag, and write‑downs avoided.
- Roll out quickly with a one‑offering pilot you can launch this quarter.
Who Can Benefit?
CFOs, COOs, Sales Leaders (CRO/VP Sales/RevOps), Professional Services & Delivery leaders, and Finance/Ops teams at mid‑sized professional services organizations.
If your team is stuck in spreadsheets, battling slow SOW turnaround, or living with a gap between what Sales sells and what Delivery delivers—this launch session is for you.
Why Attend?
- Speed wins: CPQ users see sales cycles shorten by ~28%—less back‑and‑forth and faster decisions.
- Accuracy matters: ~88% of spreadsheets have errors—don’t let them leak into scope and billing.
Save your seat to see how the newest addition to the BigTime platform—BigTime Quotes—turns quoting from a slow, error‑prone chore into a faster, cleaner path from “sell” to “start“.
