On This Page
Guided Quoting — Simplifying Sales Quotes
A quoting workspace that brings pricing, line items, and approvals together.
My role: UX design · Duration: 6 months
Team: Product owner, solution architect, 2 developers, pricing stakeholders
My contribution: I covered research, information architecture, interface design, and usability testing, in collaboration with product, pricing, and development teams.
Sensitive company details are redacted. .
The Problem, at a Glance
Spreadsheets, pricing checks, and approval emails in separate places.
One workspace for pricing, editing, and approval status.
What I Learned
Workflow observation with sales teams in Germany and India revealed two shared needs: fast data entry and clear approval progress. Familiarity with spreadsheets varied, so a rigid step-by-step form would not suit every user.
- Sales representatives needed keyboard navigation and immediate pricing feedback.
- Approvers needed the quote value, margin, and reasons for an exception in one place.
- Both groups needed to know the current status and the next action.
Usability Priorities
- Make quote status visible instead of relying on follow-up emails.
- Catch invalid inputs before submission and explain how to correct them.
- Keep key financial information visible without showing every field at once.
A Clearer Workflow
- 01
Build the Quote
Add products and adjust line items.
- 02
Review Pricing
Check margins and resolve input errors.
- 03
Submit for Approval
Send the quote and follow its status.
Key Design Decisions
Familiar Entry
Keep keyboard navigation for spreadsheet users.
Immediate Feedback
Show margin changes beside the inputs.
Clear Next Action
Keep save and submit actions easy to find.
Visible Status
Distinguish drafts, reviews, and approved quotes.
Working with Developers
I worked with the product owner, solution architect, and Mendix developers to translate the workflow into reusable interface patterns. Shared typography, field styles, and table behaviors helped keep screens consistent.
The design balanced dense pricing information with the constraints of the existing platform and business rules.
The Result
The resulting design brings quote preparation and approval tracking into one workspace. Users can adjust line items, review pricing feedback, and see the next step without piecing together information from separate tools.
What I Would Carry Forward
For an established workflow, familiarity can be as valuable as simplification. Preserving useful spreadsheet behaviors made it possible to introduce clearer validation and approvals without forcing a completely new interaction model.
Discuss This Project
I can walk you through the workflow, design decisions, and my contribution.