Our goal was to create an intuitive online form that captures data, performs real-time pricing calculations, and generates polished PDFs—eliminating manual entry and accelerating the sales process.
We set out to eliminate the inefficiencies of paper-based forms by building a fully digital solution. In doing so, we aimed to reduce errors, speed up workflows, and improve the overall customer experience.
Fences by Dente relied on a manual, paper-based process for capturing customer details and fence installation specifics. The process involved:
This method led to several inefficiencies, including:
Port & Starboard developed a custom digital form within the Fences by Dente internal portal, designed to:
✅ Enable seamless data entry and easy modifications.
✅ Allow for quick uploads of fence sketches or project photos.
✅ Auto-generate a downloadable PDF ready for any e-signature tool (DocuSign, PandaDoc, AdobeSign).
✅ Include built-in logic to calculate quotes based on local city taxes, material costs, and labor rates.
The new digital workflow transformed Fences by Dente’s sales process:
📊Faster contract turnaround – Sales reps can complete and send contracts in minutes, not hours.
📊Fewer errors – Digital entry reduces mistakes and makes updates easy.
📊Increased efficiency – Sales teams spend less time on paperwork and more time selling.
📊Seamless team collaboration – Sales reps start the contract, and office staff can complete or refine details before sending for signature.
This solution is ideal for any business that relies on contracts generated from customer forms, including:
🔹 Roofing
🔹 General Contracting
🔹 Plumbing
🔹 Electrical
🔹 Landscaping
🔹 Painting
With an intuitive user-friendly interface, minimal training is needed—any team member can access the form through the portal, input necessary data, attach sketches, and finalize contracts in just a few clicks.
Port & Starboard’s digital solution has given Fences by Dente a faster, more accurate, and scalable contract workflow, empowering their team to focus on what they do best—building great fences.
If your business relies on contracts and paperwork, we can help you streamline the process. Reach out to us and see how a custom digital solution can save you time and reduce errors.
If your business relies on contracts and paperwork, we can help you streamline the process. Reach out to us and see how a custom digital solution can save you time and reduce errors.
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Port & Starboard is a U.S. based technology consulting company. We specialize in Salesforce, WordPress website development, and Fractional CIO services.
