Sales revolution: Modernizing quote generation through UX
This project involved developing a streamlined quote generation system for Ferretería Oviedo's B2B sales team. By unifying multiple product databases into a single interface.
As one of my first UI/UX projects during my transition from graphic design, this remote collaboration with a developer partner presented both learning opportunities and logistical challenges. The client needed to modernize their legacy quotation system, which was slowing down their sales team's responsiveness to B2B customers.
As the UX designer on this project, I began by conducting in-depth interviews with both the store owner and sales team members to fully understand the business requirements and user pain points. This foundational research revealed critical inefficiencies in their legacy quotation system, particularly around data access and workflow bottlenecks.
I developed and tested prototypes with users segmented by their system expertise and tech comfort, which revealed distinct needs. Through iterative testing, I refined key interactions, like the discount buttons, to mirror the sales team's real workflow patterns.
To ensure consistency across the interface, I built a complete design system from scratch. Throughout the project, I maintained close remote collaboration with my developer partner to balance user needs with technical constraints during implementation.
What was previously a 15 minute quotation process became a 1 minute operation. Beyond the dramatic time savings, we created a more intuitive system that felt like a natural “shopping experience” for the sales team. This project not only solved immediate operational challenges but also established UX practices that I still use in the work today.
As my first UX project while transitioning from graphic design, this became a self-taught crash course in user research, interaction design, and building design systems from scratch. Navigating remote collaboration challenges, I proved that even early-career work can deliver real business impact when rooted in user needs and teamwork.