Best creative & modern agency
Reedfish bonefish trahira bristlenose catfish, longnose lancetfish morid. Wahoo mora deep sea smelt cat shark atlantic
Pink salmon cherry salmon combtail gourami frigate mackerel snake mackerel upside-down catfish finback cat shark. Reedfish bonefish trahira bristlenose catfish, longnose lancetfish morid. Wahoo mora deep sea smelt cat shark.
user flow
Step 1: Overview
- Users gain an understanding of the CPQ platform, focusing on managing quotes and events for invoicing within companies.
Step 2: Quote Creation
- Users create and configure quotes, inputting client information and attaching relevant documents for a comprehensive presentation.
- Various user roles are defined, including admins, end users, and salespeople, each with specific permissions and functions.
- Contacts are managed, and roles are assigned for effective communication and processing.
Step 3: Approval Process
- Quotes undergo an internal approval process to prevent misuse and ensure validity.
- The platform, designed for large companies, emphasizes strict control over the sales process to prevent unauthorized transactions.
- Users can add products to quotes, incorporating hierarchies, categories, and efficient organization.
- For subscription-type products, users manage start and end dates, quantities, and other relevant details.
Step 4: Product Management
- Users can add products to quotes, choosing from four types and various pricing models (one time, subscription, consumption).
- Pricing models, such as flat, tiered, and volume, are configured separately to suit different product pricing structures.
Results of the project
Scalable Architecture
Embrace a scalable platform architecture featuring reusable modules for enhanced flexibility.
Custom UI Library
Utilize a custom UI library designed for various system modules, ensuring a cohesive and user-friendly interface.
Proprietary Drag-and-Drop Tool
Leverage our proprietary drag-and-drop tool for creating creative user flows, enhancing the overall user experience.
Efficient Product Development
Achieve efficient product development with just 6 engineers leading the way, ensuring a streamlined and effective process.