-1.svg){kind=icon}
If you sell services instead of products, quoting is more than a formality — it’s a battle. Every client has unique needs. Your pricing is complex. And your sales reps are buried under manual processes that drag out deals.
For most professional services organizations, quoting isn’t just slow — it’s broken.
Slow Quoting Hurts Your Sales Team
Without the right tools, the quoting process becomes a time-wasting obstacle. Teams rely on spreadsheets, email chains, and outdated templates. Everyone works in silos. And even simple changes lead to hours of back and forth.
Your sales teams feel the pain every day:
- Wasted time building quotes from scratch
- Inconsistent pricing and mistakes
- Delayed responses to high-value clients
- No clear status updates or visibility
And while your team is struggling to format a PDF, your competitors are already closing the deal.
Manual Quoting Is Costing You Business
Here’s what happens when you stick with outdated quoting methods:
- Pricing Inconsistencies Damage Trust: Without automated pricing rules, reps make guesses or pull numbers from old quotes.
- Version Control Spirals: Quotes bounce between sales, finance, and delivery. Small updates get lost.
- No Real Time Visibility: Leaders can’t see what’s holding up quotes.
- Your Sales Cycle Slows Down: Every delay in quoting drags out your sales cycle.
What Makes Quoting in Services So Difficult?
Professional services firms deal with quoting challenges that product-based companies don’t face:
- Pricing depends on time, effort, resources, and delivery models
- Quotes often include multiple service packages or billing types
- Quotes need to reflect team availability, SLAs, or project phases
- Stakeholders from multiple departments need to review and approve
In short, services quoting is complex — but doing it manually makes it worse.
The Smarter Way: Use CPQ Software
A CPQ (Configure Price Quote) solution takes the pressure off your team and gives you a repeatable, scalable way to generate quotes — fast.
- Fast, Accurate Quote Generation: Reps can build professional, error-free quotes in minutes with guided workflows.
- Automate Complex Pricing: CPQ applies your pricing rules every time — no manual calculations needed.
- Improve Sales Processes: Track quotes, automate approvals, and update pricing centrally.
- Guide Sales Reps: Tools help reps choose the right services, packages, and add-ons.
- Ready to Fix Your Quote Process? CPQ software gives your team structure, speed, and accuracy to win more business.
Learn more about CPQ´s capabilities in our full guide.
How CPQ Transforms Quoting for Professional Services
Switching to a CPQ solution changes how you sell. When you automate and streamline quoting, your sales team moves faster, sells smarter, and closes more.
Faster Quotes, Happier Clients
- No more searching for old documents
- No more manual tax or discount calculations
- No more delays waiting for approvals
Built-In Accuracy and Compliance
With CPQ, your pricing logic lives inside the system. It applies the right rules — for labor, discounts, billing types, or service levels:
- Quotes align with approved pricing models
- Sales reps stay within margin guardrails
- Compliance and approvals happen in real time
Real Time Visibility into Every Quote
Sales leaders can:
- See where quotes are stuck
- Track how long each step takes
- Spot trends and optimize workflows
Smooth Collaboration Across Teams
- Built-in collaboration tools reduce email chains
- Everyone sees the same quote, version, and notes
- Approvals flow automatically, not manually
Recommended Customer Stories
Proven Results with CPQ
- 70% fewer quoting errors (Aberdeen Group)
- 30% faster sales cycles (Forrester Research)
- 10% increase in average deal size (Nucleus Research)
CPQ Helps You Grow and Scale
- A centralized place for service catalogs and pricing
- Scalable approval workflows
- Analytics to improve your quote generation strategy
- Confidence to handle more deals with the same team
See How XaitCPQ Delivers for Services Teams
At Xait, we built our CPQ platform to handle complex services quoting — without slowing you down.
- Generate consistent, compliant quotes quickly
- Reduce delays from manual revisions
- Improve collaboration across sales and delivery
- Gain full real time visibility into quoting pipeline
Case in point:
- Cut quote times by over 50%
- Eliminate pricing mistakes
- Increase quote capacity without adding headcount
Take the First Step Toward Smarter Quoting
If your team is stuck in manual quoting, now’s the time to change. CPQ helps you quote faster, sell more, and scale confidently.
Let’s talk about how XaitCPQ can support your team.
