Process guides

Replacing Excel for Quotation Tracking

Browse sector-specific guides for this process. Each guide looks at how the workflow may differ by sector, when Excel is still suitable and what a more controlled replacement could involve.

Construction

Replacing Excel for Quotation Tracking in Construction

Replacing construction quotation tracking spreadsheets with a clearer workflow for enquiries, revisions, project context, approvals and follow-up.

Engineering

Replacing Excel for Quotation Tracking in Engineering

Replacing engineering quotation spreadsheets where technical scope, revisions, assumptions and commercial follow-up need to stay aligned.

Events

Replacing Excel for Quotation Tracking in Events

Practical guidance for replacing Excel for quotation tracking in events, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Facilities Management

Replacing Excel for Quotation Tracking in Facilities Management

Practical guidance for replacing Excel for quotation tracking in facilities management, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Farming

Replacing Excel for Quotation Tracking in Farming

Practical guidance for replacing Excel for quotation tracking in farming, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Field Services

Replacing Excel for Quotation Tracking in Field Services

Replacing field service quotation spreadsheets where site findings, parts, labour assumptions and customer follow-up shape each quote.

IT Services

Replacing Excel for Quotation Tracking in IT Services

Practical guidance for replacing Excel for quotation tracking in it services, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Logistics

Replacing Excel for Quotation Tracking in Logistics

Practical guidance for replacing Excel for quotation tracking in logistics, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Manufacturing

Replacing Excel for Quotation Tracking in Manufacturing

How manufacturers can replace quotation tracking spreadsheets when pricing logic, product configuration and commercial follow-up sit across several systems.

Professional Services

Replacing Excel for Quotation Tracking in Professional Services

Practical guidance for replacing Excel for quotation tracking in professional services, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Property Management

Replacing Excel for Quotation Tracking in Property Management

Practical guidance for replacing Excel for quotation tracking in property management, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Wholesale Distribution

Replacing Excel for Quotation Tracking in Wholesale Distribution

Practical guidance for replacing Excel for quotation tracking in wholesale distribution, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.