Quotes

"Quotes are an essential part of the billing process at GoTo. They allow customers, after interacting with the Sales team, to help make a decision to procure specific services for their business. GoTo does not intend to replace the Sales function with AI but rather to expedite the process and enhance transparency."

In the crosshairs

High density wihout much clarity

Mirroring that in the cart

The main issues pertaining to quotes primarily revolved around the clarity of the information provided and how that information was consumed:

Initially, the layout of the quote was relatively intuitive when it included only a small amount of individual products. However, it became more challenging to navigate as it expanded to accommodate a larger number of items, particularly with the introduction of product families through, which I wrote about earlier.
Secondly, we identified issues with the order summary related to the items in a quote: its structure, information density and perception.

Wouldn't you also agree the screen real estate utilized by the quote was too small, especially considering the aim was expansion to offering product and service families?

Exploring options

Current implementation.pdf

It started with identifying opportunities within the current implementation →

The good and the bad.pdf

All while discussing problem areas with stakeholders →

Sketches.pdf

Iterations developed as more feedback came in →

Promising candidates.pdf

A select few would receive refinements →

Including the inbox enhancement.pdf

Concepts would develop into broader ideas (innovation) while still staying on track. We would test some of these with users via A / B testing →

Refine.pdf

We'd refine, learn, and deepen our understanding →

Bit more xploring.pdf

As we explore more →

Collab with Sales.pdf

Eventually we'd team up with our Sales guys to develop what would become our final concept.