Overview
Lindsey Scoggins Studio is a luxury jeweler who wants to have a strong online presence while keeping up her brand standards. This project was to design a tool to help Lindsey and her employees quickly create PDF quote proposals for her clients
Challenge: Creating proposals took a long time
It took Lindsey a long time to create proposal quotes by hand because she was busy and often interrupted. The new automated tool cut down on manual steps and saved Lindsey over an hour when creating a client’s PDF quote proposal.
To save time, the client’s name can be chosen from a drop-down list connected to the client database. Images, prices, weights, and names are automatically added to the proposal. Diamonds are pulled in from inventory and can be filtered by shape or sorted by weight and price. New gemstones or jewelry pieces can be added to a proposal even if they are not in the inventory, and the pieces in the proposal can be reordered by clicking and dragging.
Client name is connected to a separate database with client information
Up to four images can be added to this proposal. Name, weight, and price are pulled in from the online store inventory.
Diamonds can be filtered by shape and all stones can be sorted by weight and price
Popup form lets employees add a stone to a proposal that is not in inventory
Each piece has a handle to change the order of the pieces on the proposal
Sample proposal
Challenge: Different quote proposal styles
Lindsey has different styles of quote proposals that she creates for her clients. We showed images for each proposal type to help choose the right one, and we showed different styles for proposals that had more than one option.
Users can choose between four styles of PDF proposal
Challenge: Search to help new employees
We used a search that finds matching words and filters by keyword. Employees could type in a word to search for a piece of jewelry or use checkboxes to narrow search results by jewelry type and collection.
When users type in a search word, the system shows jewelry with words that match
There are many categories of jewelry and collections to help find the right piece
Search results filtered by engagement rings
Challenge: Multiple inventory sources
We decided to set up the search so that users can find jewelry from both the online store inventory and the inventory of new designs that aren’t listed on the store yet. Icons for the online store and the new design inventory system are displayed on the search results.
The small icon in the upper left corner shows which inventory system the jewelry is from
Conclusion
I worked with a development team to build the PDF proposal creation tool for Lindsey Scoggins. She and her staff are now able to create proposals much faster than before.