About SLAT-CO
SLAT-CO is an aluminium fencing company based in Osborne Park, Perth, Western Australia. With over 35 years of industry expertise, they are a trusted WA local supplier of aluminium slat fencing, gates, screens, louvres, pool fencing, and custom extrusions.
Their product range serves both residential and commercial customers — from homeowners looking for privacy screening to builders and contractors ordering materials for large-scale projects. As a construction materials supplier, SLAT-CO handles a high volume of custom quote requests that come in through email, phone, and in-store visits.
You can find SLAT-CO on TikTok and at slat-co.com.au.
The Challenge: Manual Quoting and Double Data Entry
Before AddToQuote, SLAT-CO’s quoting workflow was spread across multiple platforms and involved significant manual effort.
Quote Requests Coming from Every Direction
As a construction materials supplier, SLAT-CO receives quote requests through multiple channels — email, phone calls, and walk-in customers. Each request had to be manually tracked and processed, making it easy for quotes to slip through the cracks during busy periods.
Double Data Entry Between Quoting and Invoicing
One of the biggest pain points was the disconnect between quoting and order creation. After preparing and sending a quote, the team had to manually re-enter all the product details, quantities, and pricing when creating an invoice. This double data entry was time-consuming and introduced the risk of errors — wrong quantities, incorrect pricing, or missed line items.
Close Rate Visibility Spread Across Platforms
Tracking which quotes converted to orders — and which didn’t — required checking multiple systems. There was no single view showing the close rate or the status of every quote in the pipeline. This made it difficult to identify bottlenecks or understand how the business was performing at a glance.
No End-to-End Workflow
Previous tools only addressed invoicing, not the upstream quoting process. SLAT-CO needed a solution that handled the entire workflow from quote request through to invoice — not just one piece of the puzzle.
The Solution: AddToQuote’s CRM and Draft Order Workflow
SLAT-CO implemented AddToQuote to bring their entire B2B quoting workflow into Shopify. Here’s how each feature addressed their specific challenges.
CRM Pipeline for Complete Visibility
AddToQuote’s built-in CRM pipeline gave SLAT-CO a single place to track every quote from request to close. Instead of checking email threads and spreadsheets, the team now sees all open quotes, their current stage, and overall close rates directly inside Shopify.
As Josh puts it: *“The CRM tool is fantastic — being able to see your close rate all inside Shopify and not spread over different platforms is awesome.”*
The CRM pipeline lets SLAT-CO track quotes through customizable stages and understand at a glance which deals are progressing and which need attention.
One-Click Draft Order Creation
The feature that eliminated SLAT-CO’s double data entry problem is AddToQuote’s draft order creation. When a quote is approved, the team converts it to a Shopify draft order with a single click. All products, quantities, and pricing from the quote flow directly into the order — no re-entry needed.
From there, Shopify’s built-in invoicing sends the customer a secure checkout link. The entire quote-to-invoice workflow happens inside one platform.
Everything Consolidated in Shopify
Before AddToQuote, SLAT-CO’s business data was spread across different platforms. Quotes lived in email, invoices in Sufio, and order tracking in Shopify. Now, the entire workflow — from the initial quote request through CRM tracking to draft order and invoice — lives inside Shopify.
This consolidation means less context switching for the team and a single source of truth for all business data.
In Josh’s Words
> “The CRM tool is fantastic — being able to see your close rate all inside Shopify and not spread over different platforms is awesome.”
>
> — Josh Timmings, Owner, SLAT-CO
For a business that processes quotes daily across email, phone, and in-store, having everything in one place changes the game. No more switching between tools to figure out where a quote stands. No more re-entering the same data twice. Josh’s takeaway is one that resonates across the construction industry: when your quoting workflow lives inside the same platform as your orders, the manual work disappears and you get a clear picture of how your business is actually performing.
Key Takeaways for Construction and Fencing Businesses
SLAT-CO’s experience offers practical lessons for any construction materials or fencing business looking to streamline their quoting process on Shopify.
1. Eliminate Double Data Entry
If your team is re-typing product details when converting a quote to an invoice, you’re wasting time and introducing errors. One-click draft order creation removes this step entirely.
2. Consolidate Your Business Data
When quotes live in email, invoices in a separate tool, and orders in Shopify, you lose visibility. Bringing everything into one platform gives you a clear picture of your pipeline and performance.
3. Track Your Close Rate
You can’t improve what you can’t measure. A CRM pipeline built for quoting lets you see exactly how many quotes convert to orders — and where deals stall.
4. Choose Tools That Handle the Full Workflow
Point solutions that address only invoicing or only quote forms leave gaps. Look for tools that handle the complete journey from quote request through to order.
5. Start Simple, Then Scale
SLAT-CO started with the core CRM and draft order features. As the workflow proved its value, Josh planned to expand to another business. You don’t need every feature on day one — start with what solves your biggest pain point.
Ready to see similar results? Book a demo to walk through how AddToQuote would work for your construction or fencing business, or install AddToQuote on Shopify and start your 14-day free trial today.
“The CRM tool is fantastic — being able to see your close rate all inside Shopify and not spread over different platforms is awesome.”