Contracts & rates
We connected Salesforce contract and rate-management workflows to a pricing system, covering change requests, price-save tracking and document layouts.
Quotes, contracts, job details and delivery updates need to stay connected as work moves between teams. We help logistics and field-service businesses improve those handoffs through CRM, integrations, portals and custom applications.

A price changes. A quote becomes a job. A delivery needs an update. Make sure the next person has the right record and a clear task.
We connected Salesforce contract and rate-management workflows to a pricing system, covering change requests, price-save tracking and document layouts.
For a distribution business, we developed driver-facing records, proof-of-delivery capture and an offline write queue. Our work covered these components; a full live dispatch rollout was outside the verified project scope.
For a moving business, we developed a workflow connecting quotes to work orders.
Choose a handoff that repeatedly needs a phone call or a spreadsheet. Trace what happens when a price changes, a connection drops or a delivery differs from the order. That is the first workflow to understand.
In a 30-minute discovery call, we will walk through the problem, the systems involved and what a useful result looks like. Then we agree the next step toward a scoped approach and estimate.
Book a discovery callPrefer to write? Send a project enquiry →With Nigam Goyal · Google Meet