Sales and service platform
Under NDA. Upload Excel, PDF or other files and a commercial proposal is built in one click. Plus warranty tracking with client, warehouse and service portals.
The pain and the solution
The pain
- Commercial proposals were put together by hand from the specification, the client card and old files, with the calculation done manually.
- Warranty cases lived in spreadsheets and email, and nobody could see where each unit was.
- Repair deadlines slipped unnoticed, and defects by supplier were only counted when management asked.
How we solved it
- A proposal generator: from any specification file, the proposal is built in one click.
- Warranty tracking follows every unit from delivery and serial number to the service centre and back.
- Repair deadlines are tracked automatically, the client gets notifications, and management sees defects by supplier.
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Discuss a similar projectWhat we did
Proposal generator
Upload a specification in Excel, PDF or another format. The generator parses it, takes the client's details from the directory and builds the proposal on the company's template.
Warranty base
Deliveries, waybills with scans, serial numbers, warranty terms. A serial number shows at once whether the unit is ours and whether the warranty applies.
Claims and logistics
The client presses 'broken' in the portal, the system decides whether it is a warranty case and takes the unit through pick-up, warehouses and the service centre.
Role portals
Client, manager, warehouse, service centre and management log in with one account, and each sees only their own part.
The project in detail
This project is under NDA, so the company is not named. It supplies equipment. On one shared foundation we are building two products for it: a commercial proposal generator and warranty tracking. Logistics, tenders, electronic document exchange and automatic invoices will later plug into the same foundation.
The proposal generator
A manager uploads a specification - Excel, PDF or another format. The generator parses it, takes the client’s details from the shared directory of organisations and builds a proposal on the company’s template, with the calculation and layout. What used to take time spent merging files and recalculating now takes one click.
Warranty tracking
The warranty base records deliveries, waybills with scans, serial numbers and warranty terms. When a client presses “broken” in the portal or sends an email, the system finds the serial number, decides whether it is a warranty case and replies to the client automatically.
Then the unit follows a route: pick-up from the client, warehouses, sorting, the service centre, return. Each step records who is responsible, and waybills and tickets are printed. Repairs have deadlines - two weeks, a month, 45 days - and the system reminds about them and writes to the client itself. Management sees all claims, deadlines, defects by supplier and their effect on margin.
Why separate services here
This is a case where independent services pay off: there will be many products, they arrive at different times, and the failure of one must not stop the rest. Each service has its own database, and they talk through an event bus. Shared by all are login and rights, a gateway, file storage with a document template engine, a directory of organisations and products, notifications and an end-to-end action log.
Client, manager, warehouse, service centre and management log in with one account, and rights are inherited from organisation to department to employee. A client sees strictly their own data, enforced at the database level.
Who it fits
Equipment and machinery suppliers, distributors and service companies: anyone who prepares many commercial proposals and handles warranty repairs.
Discuss a similar project
Tell us about your task, and we will suggest how to build something like this for you.
- 01Analysis
We study processes, data and the points where value is lost, and fix the result we are working towards.
- 02Architecture and prototype
We design the system and build the first version on your real data. Stages and cost are agreed before work begins.
- 03Pilot
We launch in one area. Every stage is checked in a test version before it goes into operation.
- 04Scale and support
We connect the remaining areas, take responsibility for how the system runs and keep developing it.