Quote Builder and Invoice Calculator Wizard

A custom quote builder for the PatientPop sales team to use in conjunction with their sales collateral and pitch.

It is fully integrated with salesforce and the final result is a customer facing proposal in the form of a document.

A lot of complexity in the subtle UX and conditional logic based on many varying scenarios.

The steps and information architecture facilitate the sales conversation around pricing. We had to make sure the experience flowed in sync with the way natural conversation happens around pricing.