Streamlining the Quoting Process with a SaaS Tool (MVP)
Project Overview
Problem
Businesses spend too much time manually calculating quotes using spreadsheets.
Solution
A quoting tool that automates calculations, allowing users to create, save, and reuse templates for faster and more accurate quotes.
The Challenge
Many businesses rely on spreadsheets and manual calculations to generate quotes, which is time-consuming and error-prone.
The CEO, who had first-hand experience with this problem, envisioned a faster, more accurate quoting tool. My role was to transform this vision into a clear, intuitive interface.
Wasted Time
Tedious data entry and calculations
Human Errors
Small mistakes leading to incorrect quotes
Inefficiency
No reusable templates for frequent tasks
User Flow
We designed a clear, step-by-step quoting process to minimize effort.
Step 1 & 2: Task Selection
Step 3: Generate Quote
Designing the Interface
My goal was to design a UI that feels familiar to spreadsheet users while reducing cognitive load.
Early Wireframes
Initial wireframes mapped out the quoting process step by step.
Refinements & Final UI
Through iterations, we improved usability by:
- Combining "Choose Category" and task selection into one step
- Moving pricing adjustments to the final quote generation step
Development & Collaboration
I worked closely with developers to implement a table-based layout that balanced usability and technical feasibility.
Next Steps
User Testing
Refine usability with real feedback
Beta Version
Launch for early adopters
Mobile Version
Improve on-the-go quoting
What I Learned
- Early developer collaboration prevents design bottlenecks
- MVP design requires balancing ideal UX with constraints
Final Thoughts
This project challenged me to design for both usability and feasibility. While not yet launched, it was a valuable experience in refining complex workflows.
