Case Study
From 20 minutes to 2 minutes: how Matrix Seating transformed quote generation
90%
Reduction in quoting time
200+
Minutes saved each day
18
Minutes saved per quote
6
Weeks to implement
THE COMPANY
Matrix Seating manufactures highly customized, 3D-printed wheelchair seats and backs for complex mobility needs. Their sales process requires precise pricing, multi-level discounts, and fast turnaround times — all of which became increasingly difficult to manage as order volume grew.
THE CHALLENGE
Matrix Seating’s quoting process relied heavily on QuickBooks and manual formatting. As demand increased, the process became slow, error-prone, and unsustainable.
Key challenges included:
• 20-minute manual process to generate each quote
• Three different quote formats required per customer (MSRP plus two medical discount tiers)
• Frequent manual formatting changes to show correct discount tiers
• Constant updates to pricing and discount levels
• QuickBooks unable to support complex multi-tier pricing
• Manual discount calculations increasing the risk of errors
• Growing quote volume overwhelming staff capacity
• Slow turnaround times affecting dealer and customer relationships
THE SOLUTION
Matrix implemented a streamlined CPQ system designed specifically for their multi-tiered pricing structure and fast-paced quoting needs.
Key improvements included:
• Automated quote generation with built-in multi-tier pricing rules
• Dynamic formatting that automatically applies the correct discount level
• Centralized pricing management with real-time updates
• Instant quote creation with no manual math or formatting
• Correctly formatted PDFs every time – no manual editing needed
• Rule-based validation to prevent pricing or configuration errors
• Scalable system able to support growing quote demand
THE RESULTS
90%
Reduction in quoting time.
200+
Minutes saved each day.
18
Minutes saved per quote.
6
Weeks to fully implement.
ADDITIONAL OUTCOMES
Time Reduction
Repetitive manual steps eliminated.
Stress Reduction
Fewer manual calculations and formatting tasks.
Scalable Growth
Able to absorb increased quote volume without adding staff.
Customer Satisfaction
Faster turnaround strengthened dealer relationships.
Process Reliability
Every quote is consistent, accurate, and properly formatted.
“I am so thankful Wheelhouse came when it did! Our quote volume has grown substantially over the last six months, and we wouldn’t have been able to handle it without Wheelhouse!”
Brittany S.
Continue Reading
Leggero
Learn how we implemented a comprehensive order entry and routing system specifically designed for Stealth Products’ Custom Seating System product line.
Stealth Products
Learn how we implemented a comprehensive order entry and routing system specifically designed for Stealth Products’ Custom Seating System product line.
Explore what Wheelhouse
can do for you
Case Studies
See Wheelhouse in action.
FAQ
You have questions. We have answers.
Schedule a Call
