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