Nostra: From Half a Day to a Couple of Minutes
Nostra eliminated manual document variations and admin-heavy proposal work across its 350-person team, streamlining sales end-to-end with Salesbuildr on Autotask.
Nostra, By the Numbers
Manual Document Chaos Behind a Great Service Delivery
Nostra's previous sales process was creating absolute chaos with manual document variations and human error. While service delivery was excellent, the sales process was admin-heavy and inefficient.
Multiple Document Variations
Many variations of the same document, with no way to standardize fonts, layouts, or service offerings.
Human Error, Admin-Heavy
Manual replication of proposals into Autotask, with no connection between systems.
Time-Consuming Price Searching
Searching across 10–15 different vendor portals, losing profit to admin overhead.
One Source of Truth for Every Proposal
Nostra needed a quoting platform that created a single source of truth for all proposal content, with automation that eliminated manual processes and human error.
Single Source of Truth
Centralized content management, with every section approved by heads of service, install, and sales.
Marketing-Approved Content
The marketing team was heavily involved in content design to keep proposals consistent.
Direct Distributor Integration
Single-place pricing lookup with live availability, replacing manual searches across 10–15 vendor portals.
Automated Quotes & Audit Trail
The system automatically builds quotations and sales opportunities with a full audit trail.
Immediate and Dramatic Transformation
What used to take half a day now takes just a couple of minutes, with complete standardization and elimination of human error.
90% Time Savings
Proposal creation went from a half-day process to a couple of minutes.
100% Content Standardization
All proposals now use approved, consistent content.
Zero Manual Entry Errors
Human error was eliminated through automation.
Full Audit Trail Visibility
Complete tracking of every proposal change, end to end.
“It’s really changing how we work at Nostra, changing our sales process from click-heavy manual processes everywhere to a streamlined, automated single point of information which is really really helpful for us. The proposal builds the quotation, it builds the sale.”David Green, Insight Sales Support Manager · Nostra
“What used to take half a day now takes a couple of minutes.”
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