Accelerating Proposal Creation from Hours to Seconds

Industry: Field Service and Residential Technology

90%

faster proposal and quote creation

~20

plans configured per day

100%

of external document tools eliminated for proposal creation

Background

e4 Control Systems is a home technology company delivering smart automation, security and entertainment solutions through on-site installation and service teams.
Region: Southern California
Business Model: On-site installation and service operations

Core Teams: Sales, Project Management, Operations, Field Technicians

Operational Reality: High-volume plans, packages, lots and proposals tied directly to downstream execution
Their internal sales process was hindered by a fragmented, manual workflow. Sales teams were forced to manually compile complex project plans and buyer options across multiple external tools. This disconnected data meant that a single proposal could take hours to build, often resulting in configuration errors that didn’t surface until the project reached the field.

Goals

  • Instant Generation: Shift from hours of manual labor to seconds for customer-ready proposals.
  • Unified Data: Configure plans once and reuse them across sales, project management and field execution.
  • Error Prevention: Provide a ‘click-and-select’ UI with guardrails to stop duplicate entries and configuration mistakes.
  • Scalability: Build a governed foundation to handle 1,500+ plans per quarter.

Implementation

Infoglen built a custom Salesforce-native configuration engine in a focused 3-month timeline:
  • Custom Configurator UI: Built a clean Lightning Web Component (LWC) for sales teams to select packages with built-in validation rules.
  • Automated Proposal Generation: Integrated instant PDF creation directly inside Salesforce for immediate sharing.
  • Sales-to-Execution Continuity: Automated the creation of project records upon closing a deal, ensuring data flows cleanly to field technicians.
  • Clean, Governed Data Foundation: Migrated 11.5K Accounts, 11.5K Contacts, 200+ Products, 110+ Projects to establish Salesforce as the single source of truth and enable long-term scalability and governance.

Impact

Measurable Outcomes

  • Proposal creation reduced from hours to seconds
  • Customer-ready PDFs generated instantly inside Salesforce
  • External document tools eliminated
  • ~20 plans configured per day
  • 1,501 plans configured in 3 months
  • Near-elimination of manual configuration effort

Qualitative Outcomes

  • Sales teams respond to customers faster and with greater confidence
  • Proposal accuracy improved through system-enforced configuration guardrails
  • Reduced errors and rework between sales and operations
  • Salesforce established as a trusted system of record for sales and planning
  • Cleaner sales-to-execution handoff on Closed-Won Opportunities
  • Scalable architecture supporting future growth without added admin burden
  • Improved adoption due to a fast, intuitive configuration experience

Technology Stack

  • Salesforce Sales Cloud
  • Custom Lightning Web Components (Configurator)
  • Apex automations
  • PandaDoc (proposal delivery)
  • Custom objects for plans, packages, lots and projects

Goals

• Eliminate manual plan configuration
• Turn plans into instant proposals

• Align sales-to-operations handoffs

Approach

• Built native Salesforce configuration engine

• Created clean click-and-select LWC UI

• Automated instant PDF generation

• Implemented auto-creation of project data

Results

• 90% faster proposal creation

• 1,501 plans configured in 3 months

• Zero manual rework on Closed-Won deals

Products Used

Salesforce Sales Cloud

• Custom LWC

• PandaDoc

Ready to accelerate your sales cycle from hours to seconds?

Stop wrestling with manual document tools and start closing deals faster with automated, error-free proposals.