“QUOTATION SOFTWARE.”
bold-quotation is quotation software for a big company’s sales team — one place to build, send and track every quote the team puts in front of a client.
BOLD-QUOTATION
bold-quotation
by
murilo m
murilo mquotation software
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Project Tasks
26 planning tasks#1
Generate system requirement document
0m 51s0.05 cr used
Done#2
Generate personas & user flows
0m 9s0.05 cr used
Done#7
Create flow for Sales representative
0m 8sCredits in parent
Done#8
Create flow for Sales manager
0m 8sCredits in parent
Done#9
Create flow for Client / quote recipient
0m 7sCredits in parent
Done#10
Landing
4m 21sCredits in subtasks
Done#28
Fix Landing review finding: Q1 as reviewed now: frontend/src/styles/Landing Hero.css…
1m 1s0.02 cr used
Done#23
Landing / Navigation
0m 0s0.85 cr used
Done#18
Landing / Hero
0m 47s0.85 cr used
Done#19
Landing / Status Ticker
0m 47s0.85 cr used
Done#20
Landing / Product Explanation
0m 46s0.85 cr used
Done#21
Landing / Client Link
0m 46s0.85 cr used
Done#22
Landing / Start Band
0m 45s0.85 cr used
Done#24
Landing / Footer
0m 0s0.85 cr used
Done#27
Fix Landing: The primary hero CTA is rendered without visible text at desktop, tablet, and mobile.…
1m 23sCredits unavailable
Done#25
Navigation
0m 44sCredits in parent
Done#26
Footer
0m 29sCredits in parent
Done#11
Login
Credits in subtasks
Backlog#12
Sign Up
Credits in subtasks
Backlog#13
Quote Link
Credits in subtasks
Backlog#14
Quotes
Credits in subtasks
Backlog#15
New Quote
Credits in subtasks
Backlog#16
Quote Details
Credits in subtasks
Backlog#17
Pipeline
Credits in subtasks
Backlog#5
Architecture
0.05 cr needed
Backlog#6
Workspace task plan
0.05 cr needed
Backlog
Sales Team / Big Co.
Quotation software for a big company’s sales team
QUOTESENDCLOSED
Quote document, raw concreteSheet A–01
STATUS / LIVE
- #Q-1042SENT
- #Q-1039ACCEPTED
- #Q-1036REJECTED
“QUOTATION.
SENT.
TRACKED.”
The everyday artifacts of quoting — line items, totals, statuses and the shareable link — made fast and legible for a high-volume sales team.
“WHO IT’S FOR.”
- 01Sales representatives — build quotes with line items and pricing, send them and follow each status.
- 02Sales managers — oversee the team’s pipeline of quotes and their outcomes.
- 03Clients who receive quotes — respond to a quote directly from its link.
3 ROLES
“WHAT IT DOES.”
- 01Create and send quotes with line items, pricing and totals.
- 02Clients ACCEPT or REJECT from a shared link, no account needed.
- 03The team tracks many quotes and their outcomes in one place.
ONE RECORD
Shareable link
The client opens the link.
When a sales representative sends a quote, a shareable link is produced. The client opens that link without an account, reviews the line items and totals, and accepts or rejects the quote directly from the page.
RecordedThe recorded decision updates the quote’s status for the representative and the team pipeline.
Path / Quote to status05 STEPS
- 01QuoteRep builds line items and totalsREP
- 02SendQuote is sent to the clientREP
- 03LinkA shareable link is producedNO ACCOUNT
- 04Client decisionAccept or reject directlyAcceptReject
- 05StatusDecision recorded on the quoteTEAM
SALES TEAM / BIG CO.
START A QUOTE.
Sales Team / Big Co.
Quotation software for a big company’s sales team
QUOTESENDCLOSED
Quote document, raw concreteSheet A–01
STATUS / LIVE
- #Q-1042SENT
- #Q-1039ACCEPTED
- #Q-1036REJECTED
“QUOTATION.
SENT.
TRACKED.”
The everyday artifacts of quoting — line items, totals, statuses and the shareable link — made fast and legible for a high-volume sales team.
“QUOTATION SOFTWARE.”
bold-quotation is quotation software for a big company’s sales team — one place to build, send and track every quote the team puts in front of a client.
BOLD-QUOTATION
“WHO IT’S FOR.”
- 01Sales representatives — build quotes with line items and pricing, send them and follow each status.
- 02Sales managers — oversee the team’s pipeline of quotes and their outcomes.
- 03Clients who receive quotes — respond to a quote directly from its link.
3 ROLES
“WHAT IT DOES.”
- 01Create and send quotes with line items, pricing and totals.
- 02Clients ACCEPT or REJECT from a shared link, no account needed.
- 03The team tracks many quotes and their outcomes in one place.
ONE RECORD
Shareable link
The client opens the link.
When a sales representative sends a quote, a shareable link is produced. The client opens that link without an account, reviews the line items and totals, and accepts or rejects the quote directly from the page.
RecordedThe recorded decision updates the quote’s status for the representative and the team pipeline.
Path / Quote to status05 STEPS
- 01QuoteRep builds line items and totalsREP
- 02SendQuote is sent to the clientREP
- 03LinkA shareable link is producedNO ACCOUNT
- 04Client decisionAccept or reject directlyAcceptReject
- 05StatusDecision recorded on the quoteTEAM
SALES TEAM / BIG CO.
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