Skip to main content
Dealer Module Web App

CPQ System for Dealers and Suppliers in fenestration industry

My Role
User Research, Wireframes, Workflows, Prototyping, Visual Design, HTML/CSS Coding
Practices
Human-Centered Design Methods, In-person Interview, Usability Testing
Team
Product Owner, UX/UI Designer, 4 Engineers, QA Test Analyst
Tools
Figma, Miro, Axure, Adobe Illustrator
Dealer Module Web App
What is dealer web module?

On the surface Web Module is a simple CPQ (Configure, Price, Quote) application, but under the hood it is an extension of Soft Tech’s V6 desktop application.​

V6 is mission critical software that drives our clients’ businesses, but it was never designed to be a web application.​

The original design intent for Web Module was to provide a simple interface where a dealer could choose from a suite of preconfigured frames and create a quote without needing to understand the intricacies of a manufacturer’s products.​

Background and problem
  • V6 (the current desktop solution) is too complicated for external sales​
  • V6 is too expensive for external sales​
  • V6 is too intensive to deliver on the web​
  • Our clients (windows and doors manufacturers) need a portal for their dealers to be able to quote and order their products.
Users interviews and competitors analysis
Interview Goals
The primary objective of these interviews was to understand how dealers establish connections with both end customers and manufacturers. Additionally, the goal was to identify the strengths and potential of their current solutions, as well as to gain an understanding of their challenges, pain points, preferences, and workflows. This was crucial for creating a list of essential features and prioritizing them effectively.
Typical Questions
  • Can you walk me through the typical process you follow when engaging with a potential customer, from initial contact to finalizing a sale?
  • What are the most common challenges you have when discussing products with customers?
  • How do you currently create quotes for customers?
  • Can you describe the tools or software you use, and any pain points you encounter during this process?
Competitors analysis
Competitors analysis
Research outcome
The research revealed essential features for dealer and supplier interfaces. Dealers require a web-based platform with simplified configuration processes, while suppliers need tools for license distribution and dealers network management.
Dealer’s UI
  • Status-driven quoting and order workflows
  • Simplified frame configuration process with limited frame options
  • Features for customer and staff management
  • Reporting tool for paperwork
  • Analytics tool for data-driven insights
Supplier’s UI
  • Functionality for license distribution
  • Management tools for dealers' network
  • 'Dealers Support' functionality
  • 'Power user' mode offers advanced frame configuration options
  • Analytics tool
Typical Pages
Quote Information
Quote Information
Quote Items and Summary
Quote Items and Summary
Frame Configuration
Frame Configuration
Support Inbox
Support Inbox
Design Artifacts
Dealer Information Architecture
Dealer Wireframes
Dealer Wireframes
Dealer Wireframes
Dealer Quote Review Workflow
Dealer Email Notifications
Dealer User Personas
Feedback and impact
Based on the results of multiple usability tests and demo/feedback sessions from both users and stakeholders, we have full confidence in the solution we've implemented
Reduced quoting time
Our product streamlines the quoting process, making it up to 10 times faster compared to using traditional tools.
Reduced paperwork
Quote and Purchase Order reports are now automatically generated and sent, saving time on communication and minimizing errors.
Informed business decisions
With a dashboard and analytics tool, our clients and users can make better, data-driven decisions