- Production of furniture
- Business Processes Automation
- CRM
- AI Solution
Presentation and price quotation web service
A web-based proposal preparation service that enables seamless collaboration among managers, centralizes status tracking, and introduces workflow improvements for complex, highly customized quotes.
By simplifying submissions, strengthening communication, and providing clear status visibility, it helps teams move faster and work more consistently across proposals and approvals.
Overview
Quick overview: key aspects of our work - discover the essentials of our project
Industry
Country
Solution type
Services
About the client
Understanding our client: specifics, challenges, and custom solutions
Our client is a custom furniture producer specializing in crafting bespoke furniture tailored to individual preferences and specifications.
With a vast array of components, colors, and materials at their disposal, they cater to the diverse needs and preferences of their clientele.
Additionally, their proposals feature products with intricate option structures and personalized deep discounting systems, reflecting their commitment to delivering customized and high-quality furniture pieces.
Problem
The client faced an inefficient design presentation and approval process that consumed significant time for designers and sales managers.
They also struggled to quickly locate product pricing and generate customized proposals, which slowed down the sales cycle.
In addition, work files and projects were spread across multiple platforms, making collaboration and project coordination harder than necessary.
Solution
We developed a web service that accelerates proposal preparation, improves collaboration between managers and designers, centralizes status tracking, and introduces capabilities that were not previously available in one system.
The solution streamlines proposal creation and approvals, supports consistent client communication, and provides clear visibility into progress. It also includes an AI-assisted live chat module with a clear handoff to a manager when needed, helping reduce repetitive inquiries and improve first-response time.
Key features
Project features overview: essential enhancements and strategic solutions
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Built-in PDF presentation generation
A reliable process for generating PDF presentations. Designers and managers can create, reuse, and update templates and individual pages, producing presentations that are easy to tailor to each client’s requirements.
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Built-in design approval
The platform facilitates seamless communication between managers and clients by enabling them to send designs, update them, and manage their versions and agreement status—all within a centralized and organized workspace.
This streamlined process enhances collaboration, efficiency, and client satisfaction.
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Built-in PDF price quotation generation
Our platform offers built-in PDF price quotation generation, empowering sales managers to swiftly create, send, and track proposals' statuses.
The highly flexible price quotation PDF template features editable pages, ensuring customization and accuracy tailored to each client's needs, thereby optimizing the sales process.
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Custom pages in proposals
The platform provides powerful and flexible page configurations for PDF proposals and presentations.
Users can customize layouts, content placement, and formatting, ensuring impactful and tailored documents that effectively communicate their message to clients.
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Flexible discounts configuration
Our platform offers flexible discount configurations, enabling users to apply various discount types to proposals with ease.
Each discount can be customized individually at the proposal level, allowing for personalized pricing solutions tailored to each client's needs.
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Built-in CRM
Our platform features a built-in CRM system that streamlines customer relationship management.
It efficiently organizes all customer details and tracks every interaction, including requests, proposals, and agreements. This ensures seamless communication and easy access to important client information.
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Email templates
Our platform offers a convenient built-in emailing feature complemented by flexible email template management.
This functionality allows users to create and customize email templates according to their needs, streamlining communication with clients and enhancing professional correspondence.
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User management
Flexible access control, role assignment, and permission management are core features of our platform.
Administrators can easily configure user roles and permissions, ensuring that each team member has the appropriate level of access according to their responsibilities
Result
Performance Showcase: Unveiling the Results of Our Collaborative Endeavors
The client expanded their customer base without increasing the size of their sales and design teams. By delivering higher-quality, more flexible presentations and a clearer approval workflow, they improved customer experience and strengthened relationships, resulting in higher satisfaction and loyalty.
Additionally, the AI module helped speed up first responses by handling frequent questions and routing complex requests to managers, while admin-managed prompts and knowledge base updates made it easier to keep chatbot answers aligned with current materials.
Customer review
Real Stories of Satisfaction and Success
Do you have a business challenge you’d like to resolve?
If you have an idea or a problem that you would like to eliminate in your business processes, leave a request. We will be happy to discuss this with you at a free consultation and find the most suitable solution for your specific situation
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