— Case study · Product development
Quotes without the carbon copy.
Sales professionals at Wallside Windows understood that the estimating process was antiquated and they needed a portable, quick solution for estimating a new window project.
— What shipped
Tablet-ready configure-price-quote web app
Add windows, measurements, and specs on site
Accurate estimates including products and labor
All product variations available without slow loads
Adopted by the entire sales staff
— The brief
Reps were still using handwritten, carbon copy paper estimates. Fusionary worked with Wallside to design a configure price quote tool that lets reps show clients window configurations and adjust quotes on the fly.
Wallside Windows · Quote generator for windows
A family owned manufacturer and installer serving Michigan and parts of Ohio with roughly 140 employees.
01
— The problem
The problem.
Wallside sales reps travel to a customer's home to do an on-location analysis and guide clients through the window buying process. The old carbon copy quote forms were time-consuming and often led to misinterpretation or incomplete details.
02
— How we helped
How did we help?
The app had to be easy to use on a tablet while walking through a home — capturing every spec and measurement without excessive page loading during a sales call.
Built for the field
Reps add windows to a quote, enter measurements and specifications, and keep talking with the customer while they do it.
Every product variation
All possible variations of each product are included, and the app loads fast enough to keep pace with the conversation.
Accurate estimates
Quotes total products and labor, producing an electronic estimate ready to move to the next step in the process.
03
— The outcome
The outcome.
The app is now used by all sales staff, giving them the tool they need to complete a sales quote in the field on the fly.
Full sales team adoption
Every rep now quotes digitally, replacing the handwritten form that had been used for years.
Accurate, legible estimates
Electronic quotes remove the misinterpretation and missing details that came with carbon copies.
A roadmap to full-cycle sales
Planned CRM and ERP integrations will carry reps from sales call to signed contract to manufacturing and online payment.
Wallside CPQ
In daily use by the full Wallside Windows field sales team.
— The work
— Next
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