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Case Study: Mobile Sales & Specification App | Envision360
Case study

Mobile sales & specification app

Client: North American commercial equipment manufacturer. Configure products, price instantly, and share quotes in the field—without waiting on engineering.

Client at a glance

  • Industry: commercial kitchen appliances
  • Sales motion: direct team + dealer network
  • Need: field configuration, instant pricing, mobile quoting
Sales and specification app in use on-site

Challenge

A broad product line and many install variables made quoting complex. Manual tools slowed deals and introduced errors.

  • Inefficient quoting: engineering assist needed to confirm specs
  • Misquotes: outdated sheets and manual math
  • Limited field visibility: no live rules or spec checks
  • Onboarding drag: dealers struggled with combinations and sizing

They needed a mobile-first tool to configure, price, and share quotes in real time—without back-and-forth.

Quote results and pricing breakdown view
Our solution

Mobile CPQ built for the field.

Smart configuration

Guided flows for type, model, capacity, and add-ons with guardrails that block invalid combinations.

  • Rule-based checks (power, ventilation, clearances)
  • Search SKUs, spec sheets, and install guides

Instant pricing & quoting

Real-time pricing engine with margin controls and branded quote outputs that are easy to share.

  • Accessories, tax, and freight in-flow
  • Share link + export options for dealers

Admin control

Sales ops can keep catalog data current without code, while maintaining approvals and version history.

  • Versioning to prevent outdated pricing
  • Quote activity reporting for leadership
Technology

Fast, reliable, and secure.

Mobile experience

  • Built for iOS and Android usage
  • Offline support for job sites
  • Optional push notifications

Backend & rules

  • Configuration and pricing rules engine
  • APIs for product, pricing, and quote history
  • Audit trails for approvals

Admin console

  • Role-based access for sales ops
  • Catalog updates and reporting

Cloud & ops

  • Automated deployments
  • Monitoring and alerting

Security

  • Role-based permissions
  • Encryption in transit and at rest
Pilot

Scope and constraints

  • Pilot with select dealers and the internal sales team
  • Normalized legacy price sheets and filled catalog gaps
  • Approved, accurate quotes in minutes—without engineering assist
Impact

After three months

  • Quote turnaround2–3 days → < 1 hour
  • Configuration errorsFrequent → Rare
  • Field readinessLimited → Mobile access
  • Engineering supportHigh → Minimal
Roadmap

What was next

  • Inventory and fulfillment for live stock levels
  • Dealer analytics on activity and conversion
  • Direct ordering for approved partners

Client: Name Withheld — Commercial Equipment Manufacturer.

Schedule a call or contact us to discuss your CPQ rollout.