Case study

How Retool Built a Scalable Sales Process

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Summary The challenge The result
Streamline SaaS reporting, renewals, and collections
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Summary

Retool helps developers rapidly build custom internal tools. Its RevOps team runs quoting on Maxio CPQ across a sales organization of more than 50 reps. Since implementing they have:

  • Cut contract errors from roughly 50% to under 1%

  • Automated rule-based approval routing with auditable flows

  • Synced structured deal data directly to Salesforce without double entry

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Maxio platform interface showing revenue growth metrics and analytics.

Our sales reps had the ability to put whatever, wherever they wanted to put it.

The challenge

Retool helps developers rapidly build custom internal tools using a drag-and-drop UI and pre-built backend integrations.

Retool’s quoting process ran on editable Word templates. Sales reps could customize contracts freely, which produced inconsistent pricing, missing data, and legal risk. There were no approval rules and no structured data, so Salesforce could not be trusted without manually cross-checking contracts. Forecasting was error-prone, reporting was manual, and RevOps spent hours each week on cleanup.

The result

Retool now runs a structured quoting process on Maxio CPQ, with smart approval routing, reusable templates, and a data model that syncs directly to Salesforce. Contracts follow standardized formats with built-in logic, approval flows are automated and auditable, and terms, pricing, and clauses are searchable across every deal. Contract errors dropped from around 50% to under 1%.

“I found that one out of every two agreements had some sort of issue. After implementing Maxio CPQ, I found only one issue out of over 150 deals.”

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Jonathan Krangel

Head of Revenue Operations

Streamline every step of SaaS financial ops

Learn how to automate reporting, invoicing, collections, expense management, and more. Track complex revenue streams.
Stay GAAP and IFRS compliant.

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