Price Calculator & Quote Generator
Client
Prime Matter Labs, a contract skincare manufacturer. I work there full time as the solo designer on our in-house tech team.
Problem
Price quotes for PML customers involve complex calculations based on several disconnected metrics: ingredients, labor, components, etc. These costs were painstakingly calculated in spreadsheets, then manually transcribed into a quote PDF.
Solution
I designed a way for account managers to automatically pull price metrics into one place, get approvals from various departments, play with the numbers, and auto-generate a quote that is digitally shared with customers. This resulted in increased internal efficiency and shorter project times, and therefore increased revenue.
Preliminary research and workflow documentation. A complex aspect of this project was figuring out how to let various departments — purchasing, operations, etc. — review and make adjustments to various price metrics, in a way that was transparent and traceable.
The index page of a project, where account managers create price quotes and collect approvals. The green circles are my annotations for engineers.
The pricing worksheet, which acts as a large calculator sandbox to generate pricing for a skincare formulas. Ingredient costs are auto-imported from another part of the platform, where chemists track formulation. Employees from various departments can adjust and approve costs. When finalized, accounts can export the numbers into a client quote with one click.
Price quotes are be auto-generated by account managers, who can then make manual adjustments. Once a quote is ready, it can be beamed into the client-facing part of the platform for their review.