The Solution
Valto partnered with Vision RT to build a bespoke service contract management solution using Microsoft Power Apps within the Power Platform. The core of the system was a custom-built Canvas Power Apps solution, backed by a Dataverse database to securely store customer, product, pricing, and discount information. We automated the full contract creation lifecycle, from input to PDF generation. Complex logic was embedded to handle multi-year pricing, regional variations, and discount calculations.
We used Power Automate to integrate validation and approval workflows, and configured SharePoint to store and manage the final PDFs. New Canvas App UI components, including some in preview, were used to create a scalable, modern experience tailored to the needs of Vision RT’s sales team. This provided a fast, responsive interface that could support future enhancements as business needs evolved.