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Renuity CPQ
Configure-Price-Quote Web App
Client
Renuity
Renuity
Agency
Mindgrub​​​​​
Mindgrub​​​​​
Renuity, a home improvement company, needed a configure-price-quote web app to help their sales teams build accurate quotes quickly in the field. The workflow behind a home improvement quote involves product configuration, pricing logic, appointment scheduling, and final quote output — a lot of complexity for reps who are often sitting in a customer's living room. This web project accompanied an iPad-exclusive experience for the actual quoting process. The web component provided users with a way to upload sales materials, update the product catalog, configure financing, and schedule and manage appointments.
We started with extensive field research workshops, watching reps use their current (outdated) system. Reps were comfortable going in and out of flows and switching between software — but we observed they were spending a lot of time during this switching, slowing down their process. That became the main driver behind the persistent sidebar — reps needed every module visible and one click away at all times.
For the appointment scheduling view, I knew I wanted to use a calendar approach from the beginning. Google Calendar served as an inspiration, as did the reps' personal calendar usage from our field research — that naturally became a grounded reference to design from, and the goal was to make the scheduling view feel familiar so interactions made sense immediately without training. Each appointment card shows client name, address, phone and rep name chips at a glance so reps don't have to click into each one.
For the Metrics dashboard, each visualization was chosen for the specific question it answers: donut charts for composition, tables for comparison, percentages for progress. I worked closely with a team of developers, and there weren't too many technical constraints, which meant the design could involve more creative, simplified solutions to complex problems.
