We built a custom quote workflow platform that gave the team one place to prepare proposals, keep package information aligned, and manage follow-up with more clarity.
Context
Signarama needed a quoting workflow the sales team could trust. Proposal details, package options, supporting files, and client review all had to stay aligned from first draft to final response.
The quoting workflow depended on too many separate steps, which created drag before and after every proposal.
The quoting workflow depended on too many separate steps, which created drag before and after every proposal.
Proposal details, package options, and supporting files were pulled together across separate steps, which slowed quote preparation and increased coordination.
Proposal details, package options, and supporting files were pulled together across separate steps, which slowed quote preparation and increased coordination.
When multiple package options had to stay aligned inside one proposal, the risk of incomplete or mismatched information increased.
When multiple package options had to stay aligned inside one proposal, the risk of incomplete or mismatched information increased.
Once a proposal was sent, documents, feedback, and next steps were not managed in one clear experience for the client or the team.
Once a proposal was sent, documents, feedback, and next steps were not managed in one clear experience for the client or the team.
Sales teams needed a better view of quote status, client activity, and what should happen next after a proposal went out.
Sales teams needed a better view of quote status, client activity, and what should happen next after a proposal went out.
Signarama's platform turned quoting into a clearer operational process, from preparation through client review and follow-up.
Signarama's platform turned quoting into a clearer operational process, from preparation through client review and follow-up.
One Quote Workspace : Quote details, files, package options, and internal preparation steps live in one operational flow.
Multi-Option Proposal Builder : Teams can assemble multiple package paths inside one client-ready proposal without rebuilding everything from scratch.
Client Review Portal : Clients can review options, supporting files, and next steps in one secure place.
Follow-Up Automation : Reminders, internal notifications, and response tracking help the sales process keep moving.
Validation Rules : Checks before send help keep proposals complete and package information aligned.
Protected Client Access : Proposal review is controlled and secure without creating unnecessary friction for the client.
Structured File Delivery : Supporting visuals and documents stay attached to the right quote context instead of being scattered across email threads.
Activity Visibility : The team can see when proposals are viewed, where they sit, and what action is needed next.
Send Safeguards : Import checks and send validation reduce avoidable errors before quotes go out.
The workflow gave Signarama a more manageable way to prepare quotes, keep proposals consistent, and stay on top of what happens after a quote is sent.
The team can move from draft to client-ready proposal with less manual coordination.
Package options, files, and client details stay better aligned across the quoting workflow.
Clients can review options and supporting material in one place instead of piecing together scattered information.
Sales teams have a clearer view of quote status, activity, and next actions after delivery.
The team can move from draft to client-ready proposal with less manual coordination.
Package options, files, and client details stay better aligned across the quoting workflow.
Clients can review options and supporting material in one place instead of piecing together scattered information.
Sales teams have a clearer view of quote status, activity, and next actions after delivery.
The interface was designed to stay easy to scan, easy to trust, and easy to move through when teams and clients are making quoting decisions.
We can help you define the workflow, shape the first useful version, and build software that makes the process easier to run day to day.