Creating Proposals
Dealers were looking for easy-to-use templates and up-to-date content that can be used to create a complete, market-leading, proposal that enables them to to present a strong value proposition for the entire solution to the customer.
Our team set out to improve the design, enhance clarity, and establish new consistency of standards for proposals. We ideated with the users and worked with stakeholders to identify the areas with the most impact surrounding: increased organization, additional functionality, and user customization.
Team:
Engagement Manager: Anne-Marie Levinson
Project Lead: Karli Beckner
Senior Designer: Liz Ireland
Designer: Lydia Mathai
deal
document
drag
edit
increase satisifaction
pdf
proposal
quote
stakeholders
testing
ui
uiux
user exerpience
user interface
ux
validation
word
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Posted on
Oct 23, 2023
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