Top Step Closes the Gap Between Quoting and Delivery with QuoteBuilder

If you’ve ever watched a well-scoped project start on shaky footing because the quote that sold it was built in a spreadsheet, you already understand the problem QuoteBuilder was designed to solve.

Professional services organizations running SuiteProjects Pro have long faced a frustrating disconnect: their PSA platform handles projects with precision, but the quoting process that kicks everything off lives somewhere else entirely, a patchwork of spreadsheets, manual data re-entry, and disconnected approvals. Rates fall out of sync. Details get lost in translation. And by the time a project is live, the numbers no longer match what was promised.

“Every firm we work with has some version of the same problem. Pricing lives in one place, projects live in another, and there’s a brittle, manual process holding them together in the middle.”
— Ronn Breaux, CEO, Top Step

Built for SuiteProjects Pro. Not Bolted On.

QuoteBuilder is the only CPQ solution developed in partnership with Addolution that is built specifically for SuiteProjects Pro. That distinction matters. Because it is designed for the platform your teams already use, rates are always current, approvals follow the workflows you’ve already built, and an approved quote converts directly into a structured project without anyone re-keying a single line.

The result is a faster, more accurate path from “we’d like to work with you” to “your project is live” with less room for margin erosion and fewer surprises on either side of the engagement.

Why This, Why Now

This launch is the product of 17 years spent watching professional services organizations navigate the same friction point. Top Step has helped 400+ firms implement and optimize SuiteProjects Pro. Quoting has consistently been the place where even well-run shops struggled. QuoteBuilder is our answer to that, built with the depth of knowledge that only comes from being in the room when those problems actually happen.

See It in Action

Top Step CEO Ronn Breaux will walk through QuoteBuilder live on March 26, 2025 at 12:00 PM Central covering how it works, who it’s built for, and what implementation looks like, followed by a live Q&A.

For the full story on QuoteBuilder read the official news release.

And if you’re ready to see how it fits your organization, register for the webinar or request a demo directly.