Material-handling equipment manufacturer gets custom price quotes to customers 5x faster

A faster, more accurate process

The manufacturer receives about 10,000 such requests each year from customers who want to specify more than 140 variables for at least seven truck types, resulting in many thousands of possible custom combinations. Producing custom quotes also took calculation and review by engineers, who often had to get requirements clarified and confirmed—resulting in delays—before they could complete their work. To solve these challenges and produce faster, more accurate price quotes, the company turned to the Nintex Process Platform.

With the Nintex solution, distributors acting for customers can access a dynamic, context-sensitive Nintex Form via a company SharePoint portal. The form includes photos and only shows relevant options, dynamically adjusting those options as distributors work with the form. The solution helps distributors to only develop viable configurations and ensures that the rest of the process goes smoothly. The company is using Nintex to handle more price-quote requests more quickly and accurately, and customers are responding with higher acceptance rates for those quotes.

Other business units have noticed too – they’ve requested at least another dozen Nintex-based solutions to handle processes as diverse as warranty claims processing, employee vacation requests, and long- and short-term equipment rentals.