To create business proposals, the sales team at Mauzy were using a 2-part NCR form that they would complete by handwriting the required information. They would then give the prospective client a copy of the mostly handwritten proposal.
The problems and frustrations caused by using this system were:
- Because they created their proposals in real-time, prospects had to wait an average of 20 minutes while a salesperson created the proposal.
- The manual proposals were inconsistent and error-prone.
- Proposals were difficult to track and manage as they were not in an easily accessible, trackable, and manageable digital format.