From Spreadsheet Chaos to Fast, Accurate Custom Quotes

Waimea builds highly customized utility vehicles for utilities, forestry, and road maintenance. The use of manual Excel files was causing then errors and rework, while slowing quotes, and creating additional compliance risks.

By switching to to DriveWorks CPQ, integrated with SOLIDWORKS, Pipedrive, Unleashed, and MSSQL they were able to experience several key wins:

Guided configuration — only valid options shown

Automatic compliance and safety rules

Instant priced quotes, BOMs, CSV, and SVG outputs

Real-time component costing

“The salesperson can see a complete quote breakdown so they can be confident in telling the customer how much their truck is going to cost.” – Ira Dudley-Bestow, Waimea

Results:

Faster, error-free quoting

No more rework

Higher close rates

Scalable for complex builds