Quotation management was fragmented. Between contact, project detail collection, precise planning, and sending the quote, many hours were lost in administrative tasks. This bottleneck limited the company's ability to respond quickly and convert more prospects.
Solution
We designed and developed a complete web application. It includes an intelligent request form for clients, a centralized dashboard for quote tracking, and an integrated plan drawing tool. This unique solution allows creating and sending professional quotes, including a custom PDF plan, in a fraction of the time.
Inside the solution
Interfaces designed for everyday work.
Swipe to explore
Request a quote
Plan generator
Administration
Workflow
An integrated journey that transforms a simple online request into a complete professional quote with a personalized technical plan.
Step 1step
Online request
The potential client initiates their request via an intuitive web form, specifying the type of fence, their contact details, and project details.
Web FormAPI
Step 2step
Centralization of requests
The new request is automatically created and centralized in the back-office dashboard, notifying the sales team.
CRMAPI
Step 3step
Technical plan creation
An estimator opens the quote and uses the integrated drawing tool to trace the fence plan directly on a grid, adding posts, gates and measurements.
Custom Drawing Tool
Step 4step
Validation and details
The plan is finalized with the lengths of each segment, door types, and heights. Client information is already pre-filled.
Custom Drawing ToolCRM
Step 5step
PDF generation
With one click, the system generates a professional PDF document of the plan, ready to be attached to the quote and sent to the client.
PDF GeneratorAPI
Step 6step
Send to client
The estimator sends the complete quote, including the PDF plan, directly to the client by email, ensuring a clear and professional presentation.
EmailCRMPDF
Conclusion
What the automation changes in practice
We designed and developed a complete web application. It includes an intelligent request form for clients, a centralized dashboard for quote tracking, and a plan drawing tool...
