Proposal Generator UX
BACKGROUND
This proposal generator was designed for the internal sales department at a telecommunications company to facilitate and expedite quote and proposal creation.
There was previously no such platform for making proposals, and the sales team would either reach out to graphic designers or work with inconsistent Word Templates to create their proposals. Time was used inefficiently, designs were inconsistent across proposals, and there was a lot of room left for mistakes.
MY ROLE
I did the UX Design for this project and collaborated with the sales and marketing teams on product requirements.
OBJECTIVEs
Give the sales team autonomy over proposal creation
Decrease time to creating a proposal
Create consistency in design and layout of proposals
Challenges
Each proposal was unique and the template had to be flexible enough to scale to different product proposals
The Process
Communicate with sales and marketing team on product requirements
Understand existing proposal template structure and design
Prototype designs and have constant check-ins with sales team
Define and document technical requirements
Have regular sync ups with external freelance developer on progress of product development
OUTCOME
Instead of relying on a designer or a finicky Word template to produce proposals, the employee can use this tool to:
Insert product information documents
Insert relevant case studies
Insert custom text for the proposed solution
Insert full quotes for clients
Choose a relevant cover design
Export to PDF or Save for later
The user also has the option to:
Create a proposal from scratch
Update an existing proposal
Re-purpose a previous proposal for new client
