The Equipment Distributor Manufacturing Distribution
Freight & Installation Quote Calculator
Freight and installation quotes required four systems and 48-hour turnaround. Sales couldn't give customers instant pricing, and operations was buried in quote requests.
⚠
The Old Way
1 Sales submits quote request form
2 Request goes to Monday.com board
3 Ops looks up shipping rates
4 Ops calculates installation fees
5 Ops sends quote back via email
6 Sales re-enters into CRM
7 48-hour average turnaround
Every step is a chance for errors. Every context switch costs time. Every manual entry is friction your team learns to resent.
✓
The Solution
A two-card interface: Sales-facing Quote Request card for entering requirements, and Ops-facing Quote Calculator card for instant pricing with automatic markup calculations.
Capabilities
✓ Shipping zone calculation
✓ Weight-based freight pricing
✓ Installation fee calculator
✓ Markup and margin display
✓ Quote expiration tracking
✓ Permission-based visibility (Sales vs Ops)
See It In Action
An interactive mockup of what this looks like inside HubSpot
Impact
48 hours → 5 min
Quote turnaround
4 → 1
Systems required
90% reduction
Ops quote processing time
The Pattern
"If a calculation can be automated, automate it. Your operations team should handle exceptions, not routine math."
UI extensions are often part of larger transformation journeys.
See Active Transformations