Seamless CRM Quotation Experience

Seamless CRM Quotation Experience – Intuitive, On-Brand & Conversion-Ready

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Services

B2C CRM Sales

Tools

Figma

Value

Accelerate Sales with a Streamlined CRM Quotation Interface

Timeline

12 Days

✨ Description

I’m excited to share my latest CRM Quotation page design, crafted to solve real sales team pain points and drive faster decision-making. Built in Figma with a clean, on-brand color palette, this screen delivers:

Effortless Data Entry: Grouped fields, inline validation, and smart defaults
Instant Price Visibility: Sticky summary sidebar with dynamic discount & tax calculations
Modular Layout: Primary Info → Quote Details → Item Table → Actions
Action-First Controls: Prominent Preview & Export buttons, contextual “Add Contact” actions
Responsive-Ready Grid: Desktop-focused today, mobile-flexible tomorrow

Whether you’re generating your first quote or managing high-volume orders, this UI keeps every critical detail one click away.

🔑 Key Points

Clear Sectioning: Segmented panels for Customer, Quote, Items & Payment
Smart Summary: Highlights Subtotal → Discount → Tax → Grand Total
Inline Search & Filters: Quickly find products or apply bulk edits
On-Brand Accent Colours: Peach highlights key actions & numbers
Actionable Footer: Save Draft, Email, Preview and Export in one place

⚠️ Pain Points Addressed

Scattered Inputs: Users waste time hunting for fields across tabs
Hidden Costs: Surprises at checkout lead to renegotiations
Slow Navigation: Deep menus mean lost clicks and context switching
Unclear Next Steps: No clear call-to-action, reviews stall

🛠️ Solution Highlights

Unified Form Layout keeps all inputs visible in one scroll.
Real-time totals recalculate as you type, eliminating surprises.
Sticky Sidebar ensures the pricing context never leaves view.
Contextual buttons guide users to “Preview,” “Send,” or “Export” seamlessly.
Modular, scalable design ready to expand across your full CRM suite.

Let’s connect!

Let's work together. Feel free to reach out and

Contact me at: nazmulrabbe14@gmail.com to tell me about your project.

If you like any of my work, please follow me on Dribbble.

Facebook || Instagram || Linkedin || Behance

This design is available for feedback, collaboration, or your next CRM project. 🚀

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🔑 Key Points

Clear Sectioning: Segmented panels for Customer, Quote, Items & Payment
Smart Summary: Highlights Subtotal → Discount → Tax → Grand Total
Inline Search & Filters: Quickly find products or apply bulk edits
On-Brand Accent Colours: Peach highlights key actions & numbers
Actionable Footer: Save Draft, Email, Preview and Export in one place

⚠️ Pain Points Addressed

Scattered Inputs: Users waste time hunting for fields across tabs
Hidden Costs: Surprises at checkout lead to renegotiations
Slow Navigation: Deep menus mean lost clicks and context switching
Unclear Next Steps: No clear call-to-action, reviews stall

🛠️ Solution Highlights

Unified Form Layout keeps all inputs visible in one scroll.
Real-time totals recalculate as you type, eliminating surprises.
Sticky Sidebar ensures the pricing context never leaves view.
Contextual buttons guide users to “Preview,” “Send,” or “Export” seamlessly.
Modular, scalable design ready to expand across your full CRM suite.