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Case Study: Mobile Sales & Specification App | Envision360

Case Study — Commercial Kitchen Equipment App

Mobile Sales & Specification App for Commercial Kitchen Equipment

Client: North American commercial equipment manufacturer

Client at a Glance

  • Industry: Commercial kitchen appliances
  • Channels: Direct sales + dealer network
  • Need: Field configuration, instant pricing, mobile quoting

Challenge

The client manufactures and distributes commercial kitchen appliances used in restaurants, hospitality, and institutional kitchens. A broad product line and many installation variables made quoting complex.

Manual tools (PDFs, spreadsheets, phone support) created friction:

  • Inefficient quoting: engineering assist needed to confirm specs; deals slowed.
  • Frequent misquotes: outdated sheets and manual math caused inconsistencies.
  • Limited field visibility: no real-time access to config rules or specs.
  • Complex onboarding: dealers struggled with combinations and sizing.

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

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Our Solution

A mobile + web CPQ platform focused on field reps, dealers, and sales teams.

Configurator

Smart product configuration

  • Guided flows for type, model, capacity, add-ons
  • Sizing calculators (ventilation, power, clearances)
  • Error prevention blocks invalid/unsafe combos

Pricing

Instant pricing & quoting

  • Real-time pricing engine with margin controls
  • Branded quote PDFs incl. specs & accessories
  • Tax & freight estimations in-flow

Field

Mobile field access

  • iOS/Android app for showroom & job sites
  • Offline mode with local caching
  • Quick search for SKUs, spec sheets, guides

Admin

Centralized management

  • Update specs, pricing, availability without code
  • Version control keeps data current for all reps
  • Quote analytics for leadership visibility

Technology Stack & Architecture

Frontend (Mobile App)

  • Flutter (cross-platform iOS/Android)
  • Firebase Cloud Messaging notifications
  • Offline mode with local data caching

Backend & APIs

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

Web Dashboard

  • React SPA for configuration & analytics
  • Role-based access for marketing/admin/sales ops

Cloud Infrastructure

  • Hosted on Amazon Web Services
  • Prometheus & Elasticsearch monitoring
  • CI/CD with GitHub Actions & Docker

Security

  • JWT authentication & RBAC
  • TLS for secure data transfer

Pilot Scope & Challenges

  • Pilot across select dealers + internal sales team
  • Normalized legacy price sheets & filled catalog gaps
  • Dealers generated accurate, approved quotes in minutes—no engineering assist

Impact & Outcomes

After three months:

  • Quote turnaround time: 2–3 days → < 1 hour (↓ 90%)
  • Configuration errors: Frequent → Rare (↑ accuracy)
  • Field visibility: Limited → Full mobile access (↑ agility)
  • Manual engineering support: High → Minimal (↑ efficiency)

The app reduced quote friction, improved accuracy, and enabled faster closes in field and showroom environments.

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Future Roadmap

  • Integrate inventory & fulfillment for live stock levels
  • Advanced analytics on dealer activity & conversion
  • Direct ordering for approved partners

Client: [Name Withheld – Commercial Equipment Manufacturer]

Talk to us

Want a CPQ built around your products and field teams? We’ll help you configure, price, and quote—fast.