The quote acceptance process was slow, manual, and frustrating for both sales reps and customers. Quotes were sent via email and required multiple follow-ups, print-sign-scan loops, and manual tracking.

This led to:
 

• Delays in deal closure and missed revenue.

• Poor customer experience due to friction and ambiguity.

• No visibility into quote acceptance status across teams.

THE GOAL

To streamline the quote-to-contract lifecycle by enabling customers to:

• View, approve, or reject quotes digitally via HD360.

• Reduce dependency on email and manual processing.

• Provide sales teams with real-time quote tracking and status visibility.

MY ROLE

As Design Lead, I:

• defined the end-to-end user journey from quote generation to acceptance

• co-created the solution vision with the Product Owner and Sales SMEs

• designed the UI/UX across customer and employee experiences

• ran validation testing with users across both sides of the transaction

• led collaboration with developers to implement the interaction model

• aligned the solution with our design system and enterprise standards.