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Case Study
This silent demonstration video shows an administrator using the custom quote management system we designed and developed to create and edit a customer quote within the platform backend.
The video begins on an “Edit Quote” screen where the administrator views customer information, adjustment options, and product sections. The administrator opens a dropdown field to search for and select a customer account.
Next, the administrator opens a product selection modal to browse available products and services. The system displays searchable product categories and product details within a structured interface.
The administrator then adds products and services to the quote and configures pricing details, quantities, and adjustments. Several custom fields and editable sections are shown, demonstrating the flexibility of the quote builder interface.
The video also demonstrates adding optional charges and configuring quote settings within the platform. Toggle controls, dropdown menus, and editable input fields are used throughout the process.
After updating the quote, the administrator reviews a quote summary page displaying customer information, selected products, pricing details, and calculated totals. The interface shows a generated quote preview with organized line items and adjustment information.
This video has no audio.
We are increasing the number of quotes a vendor can make by migrating this software to be used across platforms.
Conrad American started from humble roots in the late 60's in Houghton, Iowa. They grew to be one of the largest grain bin manufacturers in the United States. They've been a longtime client partner of ours - since 2014. We've traditionally worked on their public-facing marketing website, so we were very interested when they asked about us helping on their next project.
As an established manufacturer, they had built their own in-house Windows desktop software program that they wanted our help rebuilding and modernizing. The software allows vendors to generate their own grain bin quotes using real-time industry stock and pricing. Our challenge is taking a software that many vendors have used for years and making it mobile-friendly and a quick learning curve.
Just like computers, human brains have a limited amount of processing power. When the amount of information coming in exceeds our ability to handle it, we may take miss important details or abandon the task.
Photo Credit: Sebastian Surmann on Unsplash
Users can get quickly overwhelmed with the amount of options, which can cause them to order the wrong parts or miss other important details. So, we've taken the vast amount of information from their desktop version and are designing with a user-flow focused approach. Once the user-flow is defined, we'll design the overall experience to be both desktop and mobile-friendly.
Previously, they were only able to create quotes from their work office desktops. Moving forward, vendors will be able to run quotes on any device and at any location - at work or on the field.
The data was set up to require one physical server. We're completely re-architecting the way their products, customers, and other data is associated to make this software more scalable. The new architecture enables the app to continue functioning as usual, even if they experience higher traffic or if one server goes down. Reduced downtime will allow their revenue to continue growing as well.
