Case study

Security panel self-quoting app

At an anonymous security panel company, every quote ran through the owner, and customers sometimes waited days for a number. Marlex AI built a custom quoting app that lets sales reps, and customers themselves, generate quotes without waiting for the owner, removing a single-person bottleneck from the sales process.

01

The problem

Quoting depended on the owner. When the owner was busy, customers could wait days for a quote, and sales reps had no way to move a deal forward on their own.

The client company is not identified in this published example.

02

What we built

A custom quoting app that captures the pricing logic so sales reps can produce quotes, and customers can generate their own quotes directly.

03

What changed

Quoting no longer waits on one person. Reps and customers can get a quote without the owner being available. We have not published measured sales figures for this project.

Questions

Frequently asked

Can customers generate their own quotes with the app?

Yes. The app was built so both sales reps and customers can generate quotes on their own, without waiting for the owner.