Transforming Sales Efficiency with an AI-Powered Quoting App for Breslow Awning
Introduction:
Breslow Awning, a leader in outdoor solutions and awnings, came to Serfe to modernize their end-to-end commercial workflow. We designed a private, internal application that centralizes lead capture, professional proposal generation, approvals with electronic signatures, and installation coordination—all in one place and assisted by AI.
The Challenge:
- Manual quoting processes affecting response times and pricing consistency.
- Fragmented tools for CRM, proposals, signatures, and project tracking.
- Low automation in lead nurturing and key communications.
- Limited visibility of project status for managers and installers.
- Complex coordination among sales reps, managers, and installation teams.
Our Solution:
- Consulting and workflow mapping to define measurable goals (response, consistency, traceability).
- Focused user experience for clarity and speed, optimized for desktops and tablets.
- Centralized quoting system with roles, permissions, dashboards, and approval flows.
- Seamless integrations with GoHighLevel CRM for leads management, digital signatures integrating DocuSign, QuickBook integration for invoicing, team communication automation with Slack, and AI assistants implementing ChatGPT Agents (OpenAI).
- Fully automated quote process for salesperson to start a new AI chat conversation, request products, and provide lead information in order to generate pricing and export a quote PDF by just asking the AI agent.
- Reliable delivery pipeline with environments, automations, and predictable deployments.
The Results:
- Faster responses thanks to AI-assisted proposal building.
- Consistent pricing and documents across the sales team.
- Better customer experience with professional proposals and digital signatures.
- Complete visibility of project status for every role.
- Time savings through automation and data synchronization.
Conclusion:
Serfe helped Breslow Awning transform their commercial operation with an internal app that integrates AI-assisted quoting, approvals, and installation coordination. Looking for a system to accelerate your sales and organize your operation? contact us and let’s design your tailored solution.
Technical Description of Work Performed:
Technical Details (click to toggle):
Web Platform:
- Unified Frontend/Backend with Next.js 14 (Server Actions) to speed delivery and reduce internal API complexity.
- Data layer with Prisma ORM on MySQL: strong typing, safe migrations, and transactional performance.
- UI system based on TailAdmin customized to the brand.
- Modeled roles and permissions (Administrator, Sales Manager, Sales Rep, Project Manager, Installation Team) and dashboards.
Integrations:
- GoHighLevel (GHL): Marketplace OAuth, webhooks for contact creation/updates, and automatic opportunities/quotes.
- DocuSign: draft handling, callbacks, and signature status updates.
- Slack via Zapier: automatic project channel creation and milestone notifications.
- OpenAI Assistants: environment-specific assistants (dev/staging/prod) with product/service context to complete quotes.
- Transactional email with Google API for password recovery.
Infrastructure:
- Development, staging, and production environments with CI/CD.
- Docker containers and deployments on VPS (DigitalOcean) with environment parity and fast rollbacks.
- Automated migrations with Prisma integrated into the build/deploy pipeline.
Custom Development:
- Custom connectors with GHL for CRM–App sync (lead webhooks and contact updates).
- Signature module with DocuSign (states, callbacks, and drafts).
- Slack automations via Zapier for channels and event notifications.
- Configurable AI assistants per environment and business options for estimation.
Tagged under
Sep 2025 - Breslow
