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Offers Are Growing - Excel Isn't. What Now?

Hundreds of quotes per year. Dozens of products in each. More suppliers, more teams, more versions of the same file called quote_final_FINAL_v3_revised.xlsx.

A scenario most sales teams know all too well. This time, someone decided to fix it.

A Problem That Wasn't Visible From the Outside

On the surface, everything looked functional. Quotes were created, sent, clients were satisfied. The system worked - just increasingly slowly, increasingly fragile, and increasingly dependent on specific people knowing where to find things.

A classic case of so-called spreadsheet debt - the silent accumulation of complexity that no one names as a problem for years, because each step individually makes sense. You add one column. You link two files. You create a macro to make it "faster". And suddenly you have a system that nobody fully understands.

Soitron was no exception. And they're far from alone.

What We Discovered When We Looked Closer

Before we wrote a single line of code, we spent time with the people who worked with that system every day. What did we hear?

  • Excel macros calculated margins, but only with fixed exchange rates. Once different purchase and selling currencies came into play, the salesperson had to fill in the exchange rates manually - and hope they didn't forget anything.
  • A new version of a quote often meant copying the entire file and making manual edits in 30+ places.
  • Access to colleagues' quotes? Email. Or SharePoint. Or "ask Peter".

Technology wasn't the problem. The problem was the absence of structure - and years of temporary solutions that had become permanent.

What We Built

Quote Builder is a web application designed precisely for teams that need Excel's speed, but also the order and reliability of a proper system.

Key things it delivered:

  • One source of truth - no file versions, no "I have it locally"
  • Quote versioning - full history, ability to go back, compare, reactivate
  • Roles and permissions - who sees what and who can change what, not based on who has the file
  • Automatic calculations - margins, discounts, exchange rates; no manual checks
  • One-click export - for the customer, for logistics, in the correct format

Results That Came Quickly

Shortly after deployment, several hundred quotes were created through the new system. The time to prepare a complex quote decreased. Error rates dropped significantly. And perhaps most importantly - people stopped worrying about "where is the latest version" and started focusing on the content of the quote itself.

What the Client Said About Working With Us?


What This Means for Others

This project wasn't about technology. It was about a company deciding to stop tolerating operational friction they had gotten used to.

We see similar potential in many companies - not because they're doing something wrong, but because some processes have simply outgrown the tools they were originally built on.

If someone at your company regularly sends an email with the subject "latest version attached" - it might be worth looking at what's really behind it.

Author: Viktória Beňková, Tomáš Durčák

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