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.

Client at a glance

  • Industry: commercial kitchen appliances
  • Channels: direct sales and 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  • Misquotes: outdated sheets and manual math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 real-time rules or specs
  • 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 KPIs visual
Our solution

Mobile CPQ built for the field.

Smart configuration

Guided flows for type, model, capacity, and add-ons with safety blocks for invalid combos.

  • Sizing calculators (ventilation, power, clearances)
  • Search SKUs, spec sheets, and guides

Instant pricing & quoting

Real-time pricing engine with margin controls and branded PDF quotes.

  • Accessories, tax, and freight in-flow
  • Dealer-friendly share links

Admin control

Update specs, pricing, and availability—no code.

  • Version control to keep data current
  • Quote analytics for leadership
Technology

Fast, reliable, and secure.

Frontend (mobile)

  • Flutter for iOS/Android
  • Offline mode with local caching
  • Push notifications

Backend & APIs

  • Node.js microservices
  • Pricing/config logic with Redis caching
  • Product & pricing data on AWS

Web dashboard

  • React SPA for admin and analytics
  • Role-based access for sales ops

Cloud & ops

  • CI/CD with GitHub Actions and Docker
  • Prometheus and Elasticsearch monitoring

Security

  • JWT auth and RBAC
  • TLS in transit
Pilot

Scope and challenges.

  • Pilot with select dealers and the internal sales team
  • Normalized legacy price sheets and filled catalog gaps
  • Accurate, approved quotes in minutes—no engineering assist
Impact

After three months.

  • Quote turnaround2–3 days → < 1 hour
  • Configuration errorsFrequent → Rare
  • Field visibilityLimited → Full mobile access
  • Engineering supportHigh → Minimal
Roadmap

What is 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.