Automating Complex Quotations for a Global Climate Control Leader

For a global leader in climate control solutions using IFS, producing detailed quotations and specification documents was a daily necessity, but also a daily frustration.

Challenge

Quotes were being built manually by different users, each with their own approach. This led to inconsistencies in layout and content, long creation times, and highly skilled teams spending hours on repetitive, low value tasks. Adding technical imagery, blueprints or site survey photos only increased the complexity.

Solution

Holly Grove introduced an automated document solution that generates complex quotations directly from IFS using data driven rules. Text content adapts dynamically based on product and configuration data, while images such as technical diagrams or site survey photos are automatically retrieved from external systems and embedded into the document. Built in guardrails ensure every quote looks consistent and on brand, while still giving teams the flexibility to include the detailed information customers expect.

Facing similar challenges with documents or customer communications? Let’s have a conversation about how Holly Grove can help.