A smart calculator that speeds up quotations and prevents errors

Client request

Daikin is a leading name in climate solutions and supports installers and consultants with a digital platform for creating project plans. However, quotations were still being made manually using separate Excel sheets, which led to errors and wasted time. The request to Not on Paper: develop an efficient solution to automate the transition from project plan to quotation, without requiring direct integration with the existing SAP system.

Process

We started with a thorough analysis of the quotation process, from project input in the Daikin Platform to final pricing. Direct integration with the SAP system, including all pricing and conditions, proved too complex. So we looked for an alternative that would be scalable, reliable and easy to use for both internal teams and external installers. In co-creation with Daikin, we developed a standalone solution that fits seamlessly into existing processes and systems without relying on direct connections, while still ensuring accurate and up-to-date data.

Solution

The Daikin Project Calculator is a smart web application that enables users, installers, consultants and Daikin’s internal sales team, to quickly and accurately generate quotations based on existing project data:

• Export-based workflow: Installers and consultants export their project from the Daikin Platform and upload it into the calculator.

• Automatic matching: The calculator reads the project file and matches it with current pricing and condition files, which users upload themselves.

• Flexible data updates: Because the application works with import files (including 2BA compatibility), data stays up to date without needing SAP integration.

• Instant output: With a single click, users generate a complete quotation based on accurate project details and pricing terms.

Result

The Daikin Project Calculator makes quotation processes faster, more reliable and less prone to errors:

• Manual calculations have been replaced by an automated process

• Users always work with up-to-date pricing

• Errors and duplicate data entry have been significantly reduced

• Both staff and installers save valuable time

• Quotations are consistent, professional and ready in no time

The Daikin Project Calculator has become the go-to solution for reducing administrative burden, preventing errors and enabling Daikin and its partners to focus on what really matters: delivering thoughtful climate advice.