- Production of furniture
- Business Processes Automation
- CRM
Presentation and price quotation web service
A web-based proposal preparation service that facilitates seamless collaboration among managers, centralizes status tracking, and introduces innovative features.
By simplifying the proposal submission process, enhancing communication, and providing comprehensive status monitoring, it significantly boosts productivity and efficiency.
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 options structures and personalized deep discounting systems, reflecting their commitment to delivering customized and high-quality furniture pieces.
Problem
The client encounters challenges related to inefficient design presentation preparation and client approval processes, resulting in significant time consumption for designers and sales managers.
Additionally, there is difficulty in locating product prices and generating customized proposals, which further delays the sales cycle.
Moreover, fragmented storage of work files and projects across different platforms hampers seamless collaboration and project management.
Solution
We've developed a web service that accelerates proposal preparation, enhances manager collaboration, centralizes status tracking, and introduces novel features. This solution streamlines the proposal process, fosters improved manager communication, offers comprehensive status monitoring, and incorporates unique functionalities previously unavailable.
Key features
Project features overview: essential enhancements and strategic solutions
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Build-in PDF presentation generation
A versatile and reliable process for creating PDF presentations.
Designers and managers can easily create, reuse, and update templates and individual pages, delivering dynamic and customizable presentations tailored to each client's unique needs.
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Build-in designs approvement
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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Build-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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Users 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 successfully expanded their customer base without the need to increase the size of their sales and design teams. By delivering higher-quality and more flexible presentations and designs, they enhanced customer relationships, resulting in improved satisfaction and loyalty. These achievements demonstrate the effectiveness of their strategies in driving growth and fostering stronger connections with their clientele.
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
