Evolving
Explore the full story below.
Company Profile
Elite Roofing and Contractors Limited is a trusted roofing company based in Vaughan, Ontario, serving the Greater Toronto Area and Golden Horseshoe region since 1956. With over 65 years of experience, they specialize in commercial, industrial, and residential roofing projects, offering services such as flat roofing, sheet metal work, roof repairs, inspections, and maintenance.
Their highly specialized staff are trained to handle both preventative and emergency repairs, and they are available 24/7 to support all roofing needs. Elite Roofing has built a long-standing reputation based on trust and integrity in the Canadian construction industry.
The Challenge
Inconsistent quoting formats
Estimators used a mix of Word documents, Excel spreadsheets, and PDFs, resulting in non-standardized quote presentations.
Lack of pipeline visibility
Quotes were stored manually in individual customer folders, making it difficult to track and manage the overall service quote pipeline.
Inconsistent language and terms
Key quote elements such as terms, notes, and assumptions varied depending on the estimator, creating confusion and inefficiencies.
Manual approval process
Customers were required to print, sign, and email back quotes, or provide informal approvals via text or email, leading to delays and fragmented communication.
No centralized approval tracking
Without a unified system to manage customer responses and approvals, scheduling work became challenging and prone to errors.
The Solution
Implemented Salesforce CPQ within their existing Salesforce environment to manage the quoting process from end to end, enabling centralized control and automation.
Standardized the product catalog with consistent pricing to streamline quote generation and improve estimation accuracy.
Developed a library of standard notes and assumptions to reduce time spent drafting quotes; estimators now select from predefined templates and make quick adjustments as needed.
Introduced an internal approval workflow using Salesforce’s native approval engine to ensure quotes undergo proper review before being sent to customers, removing this responsibility from the estimators.
Enabled one-click quote generation directly from Salesforce using Docs Made Easy (basic tier), allowing estimators to effortlessly create professional, branded draft and final quote documents.
Integrated eSignature functionality with Sign Made Easy (pro tier), empowering estimators to send quotes for digital signature with a single click, improving turnaround time and customer experience.
Digitized the closing process
upon customer eSignature, Salesforce automatically marks the deal as closed and initiates downstream post-sale tasks, eliminating manual follow-up steps.