Overview
A single-file web tool I designed to standardize how sales information gets entered, using an interface people already know. A rep fills in the customer, picks a package, adds services and hardware, and the monthly total updates as they go, so every quote is built the same way and can be delivered in person on any device.
The problem
The company's CRM platform had no standard operating procedure and no formal training curriculum. Without a shared way of working, people entered data in their own way, and the result was confusion and inconsistent records.
I treated this as a design problem rather than a documentation problem. Instead of asking everyone to learn the CRM's rules, I built a familiar, form-style interface that guides the user through the same fields in the same order every time, so consistent data entry takes minimal training.
What it does
- Walks the user through a fixed sequence of sections, so nothing is skipped or entered in a different order.
- Itemized quotes across the full service catalog, with totals that recalculate as fields change.
- Phone hardware selection with a buy or rent choice per model.
- A freehand signature box that works with a mouse or a finger.
- A print-ready quote saved as a PDF in one click, with a pre-filled email to send.
- Runs on desktop, iPad, iPhone and Android, and keeps working with no internet connection.
Built for the field
The whole tool is one self-contained file, so it can be sent by email, kept on a phone and opened with a tap, which made it practical for in-person sales as well as office use. I also wrote a training guide for the sales team covering how to open it, what each section means and how to deliver the quote.