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Is Your Manual Quoting Process Still Creating the Handoff You’re Trying to Eliminate?
Most IT services and technology consulting firms still build quotes and SOWs in Word or Excel. Every update means another file, another email, another version.
And the moment Sales, Delivery, and Technical teams fall out of sync, handoffs get longer, errors multiply, and project timelines slip.
When proposals stall, sales momentum dies and deals drift.
- ≈88% of spreadsheets contain errors—and those errors flow straight into scope, SOWs, delivery plans, and billing.
- Sales and Delivery work from different versions, causing misestimated effort, mismatched assumptions, discount drift, and “free work” that drains billable utilization.
- Handoffs take days. PMs and technical leads can’t plan resources until someone manually rebuilds the project in your PSA or PM tools—delaying staffing, forecasting, and revenue recognition.
Bottom line: manual quoting doesn’t just slow the process down.
It creates the very handoff every IT services business later struggles to fix.
There’s a Better Way
BigTime Quotes removes the handoff entirely by putting quoting inside the same platform where delivery actually happens.
Once a quote is approved, it becomes a live BigTime project—with tasks, resource roles, bill rates, budgets, and billing rules already in place.
- No re-entry.
- No “What did Sales promise?”
- No rebuilding the SOW or re-validating estimates by hand.
Pricing guardrails, rate cards, approvals, and an audit trail ensure consistent pricing and prevent scope or rate drift before delivery begins.
In This Webinar, You’ll Learn How To:
- Eliminate the handoff by standardizing service packages, pricing, rate structures, and SOW templates that update automatically.
- Shrink quote-to-kickoff by generating the SOW directly where Delivery, PMO, and Technical teams operate—so staffing can happen instantly.
- Protect margin by default with rate cards, approval thresholds, discount controls, and an audit trail that prevents underestimating effort or giving away work.
- Measure the lift using four critical KPIs: quote cycle time, quote accuracy, won→live lag, and write-downs avoided.
- Roll out quickly using your existing spreadsheets, estimators, and templates—starting with a one-offering pilot.
Who Can Benefit?
CFOs, COOs, IT Services Leaders, Sales Leaders (CRO/VP Sales/RevOps), Technical Delivery Leaders, PMO Directors, and Finance/Ops teams at mid-sized IT services and technology consulting organizations.
If your team lives in spreadsheets, battles long SOW turnaround, or struggles with misalignment between what Sales sells and what Delivery must execute—this session will show you exactly where that gap comes from and how to eliminate it.
Why you should watch?
- Speed wins: CPQ users see sales cycles shorten by ≈28%—fewer back-and-forth loops, faster approvals, faster signatures.
- Accuracy matters: eliminate spreadsheet errors before they leak into scope, estimates, and billing.
- Delivery alignment: projects are created automatically from quotes—no re-keying, no misunderstandings, no handoff friction.
Grab the recording to see how BigTime Quotes turns quoting into a clean, connected path from “sell” to “start”— with no handoff in between.
