Sales quoting tool developed for mobile workforce

Digitize

Product

Description:

The Digitize quoting tool was used by external sales representatives to streamline the Digitize App quoting process.

The sales representative was able to discuss with their client what functionality they required and select one of the 4 products of Digitize and associated options to produce different quote configurations.

The quoting tool would automatically calculate the different add-on features and allow a sales representative to fill in the company details and email a PDF quotation directly to the client/representative and the Digitize team.

The system stored a list of potential clients that the Digitize team could seamlessly track quotations for.

The branding on the quote system was personalized to each of the sales representatives companies so that their contact details and branding were clearly visible in the PDF quote.

What we did:

– Creative concepts
– Specification
– Architecture
– Wire-framing
– UX & UI Design
– User Interface
– Web Service
– Content Management System (CMS) development
– App development
– App installation (internal)
– API integration
– Copywriting
– Naming
– Branding

Technology:

– XML
– Objective C
– Content Management System (CMS)

Functionality:

– Content Management System (CMS)
– High performance and secure hosting
– Check boxes for selecting Digitize Product features
– Automatic quote calculator
– Email sending capabilities within App
– Sales Representative branding and contact detail personalization
– Database capture of all active sales quotations including representative and client contact details

Interested in working with us?

Interested in working with us?