Aim of the project

To revamp the Quote Man website interface and also enhance the experience of the users of the application.

The colors and logo will be the same as the current one.

Target Audience

Small and medium enterprises, mostly dealers based in India

Users who deal with fixed products offer

In-depth understanding and defining what needs to be built

What is a Quotation management tool

A type of configure-price-quote (CPQ) software that allows you to quickly generate quotes and proposals for potential customers. It helps to streamline and automate the quotation process by creating, selecting, emailing, and managing quotations.

Quoting software is usually integrated with other sales operations such as CRM, e-signature, accounting, and e-commerce software

User Profile

The users of this software are typically sales teams, businesses, and professionals who need to design, share, and manage client quotations

Needs:

Pain points:

Purpose of the tool

To increase your sales team’s productivity through the automation of quotations and efficient organization of the quote process workflow. It’s often used by businesses that sell simpler products or services with less customization. Some features offered are: configure, price, quote, manage quotes, generate quote documents or proposals, and automate approval workflows

Attributes to be followed


Analysis of the current tool

SWOT Analysis of the current website:

Strengths:

Weaknesses:

Opportunities:

Threats:

On the basis of laws

Law Positive aspect Improvement opportunity
Visibility of System Status The app provides feedback on user actions. Ensure that long-running processes are communicated effectively to the user.- loading indicators
Match between System and the Real World The app uses language and concepts familiar to users in the context of quotes and management. Make sure that any technical or industry-specific jargon is explained or minimized.
User Control and Freedom Users can navigate freely within the app and easily undo actions. Confirmations for irreversible actions can be added to prevent accidental data loss.
Consistency and Standards The design is consistent throughout the app. Ensure that the design gets all the elements and the data together, in a very user-friendly way.
Error Prevention In place of forms, the app offers clear feedback on errors and allows users to correct them Consider implementing additional measures to prevent errors before they occur, where feasible. Reducing the action buttons or increasing the size of some buttons can reduce errors.
Recognition Rather than Recall Navigation and actions are intuitive, reducing the need for users to recall information. Ensure that important information is not buried deep in the app, requiring users to remember where to find it.
Flexibility and Efficiency of Use The app caters to both novice and experienced users, allowing for efficient use. Provide shortcuts or advanced features for experienced users to enhance efficiency.
Aesthetic and Minimalist Design The app is consistent with the color and language Evaluate if there are elements that can be further simplified or removed without compromising functionality.
Help Users Recognize, Diagnose, and Recover from Errors Error messages are clear, providing guidance on how to correct issues. Offer more context in error messages to help users understand the cause and solution better.
Help and Documentation The app provides clear documentation or help sections. Refine and expand help resources based on user feedback and common support queries.

Competitor Analysis

  1. Proposify

    Screenshot 2023-11-21 at 04.32.45.png

  2. Quotewerks

Other competitors:


Brainstorming

Points to focus on while designing:

  1. Simplicity: The UI should be clean and uncluttered, making it easy for users to find what they need without being overwhelmed by too many options

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