Template
Quote Generator
Produce job quotes and proposals. Workflows email quotes and proposals to customers.
Industry:
n/a
Function:
Sales & CRM
Service providers in various industries could use or adapt this app for providing quotes for their customers.
The app has views for customers, pending quotes, proposals, rejected quotes, materials and services costings. Estimated job costs can be predetermined or new services made up in the app. Workflows emailing the Quotes or Proposals to customers are easily sent out by clicking on action buttons. Grouped actions are used which update the status of the quote at the same time. A CSV of selected materials used in a new service may be downloaded by clicking on an icon if using the app on a desktop.
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Also see:
tablet mode & fullscreen mode
How we built this app
Level: Intermediate
Some design features used in this app include:
1. Actions. Actions are used to go to other views in the app, set values of columns, execute a series of actions and download a CSV as well as emailing the quotes and proposals.
2. Workflows send emails when the corresponding action buttons are clicked.
3. Slices are used to filter the following views: Quotes, Accepted quotes, Rejected Quotes, Proposals and Selected Materials.
4. Format rules are used to format Customer types and the status of quotes. Action icons are also formatted.
5. Quick edit tables are used to edit quantities of materials and a slider is used on a quick edit Y/N column to quickly update when the deposit has been paid.
This is a preview of the data sets used in the app.
Data
This is a high-level model of both the data entities and the UI elements in the app.
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