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Is Your Manual Quoting Process Still Creating the Handoff You’re Trying to Eliminate?
Most consulting and professional services 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 Engagement teams fall out of sync, handoffs get longer, errors multiply, and margin quietly slips away.
When proposals stall, sales momentum dies and deals drift.
- ≈88% of spreadsheets contain errors—and those errors flow straight into scope, SOWs, financial models, and billing.
- Sales, Delivery, and Client Teams work from different versions, causing misaligned assumptions, scope mistakes, discount drift, and “free work” that erodes profitability.
- Handoffs take days. Delivery and staffing teams can’t plan until someone manually builds a project and re-enters all details into your PSA—pushing revenue recognition to the right and delaying client onboarding.
Bottom line: manual quoting doesn’t just slow the process down.
It creates the very handoff every consulting firm later struggles to fix.
There’s a Better Way
BigTime Quotes removes the handoff entirely by putting quoting inside the same platform where work is delivered.
Once a quote is approved, it becomes a live BigTime project—with tasks, budgets, rate structures, staffing needs, and billing rules already in place.
- No re-entry.
- No “What did Sales promise?”
- No chasing approvers or rewriting the SOW by hand.
In This Webinar, You’ll Learn How To:
- Eliminate the handoff by standardizing consulting offerings, pricing, and SOW language that updates automatically.
- Shrink quote-to-kickoff by generating the SOW directly where Delivery and PMO run—so staffing and planning can begin immediately.
- Protect margin by default with rate cards, approval rules, discount controls, and an audit trail that prevents mis-scoped engagements and write-downs.
- Measure the lift using four consulting-critical KPIs: quote cycle time, quote accuracy, won→live lag, and write-downs avoided.
- Roll out quickly using your existing calculators, rate models, and SOW templates—starting with a one-offering pilot.
Who Can Benefit?
CFOs, COOs, Consulting Practice Leaders, Sales Leaders (CRO/VP Sales/RevOps), Engagement Managers, and Finance/Ops teams at mid-sized consulting and professional services organizations.
If your consulting team lives in spreadsheets, battles long SOW turnaround, or struggles with the gap between what Sales sells and what Delivery can deliver—this session will show you where that gap comes from and how to remove it completely.
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, pricing models, 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.
