Challenge
- An engineering company sells modular products that are tailor-made for each customer and needs to calculate shipping, handling and setup costs based on the modules and options selected
- Written proposals require significant time effort by the sales people
- Due to the complexity, errors are likely to occur and can lead to miscalculated costs
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Solution
- A Word add-in shows forms to assemble and configure the machines and automatically creates proposals based on Word templates
- Prices and machine structures are maintained in a central Excel file
- An update function allows to easily distribute price and tool updates to all sales people
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