Outcomes Quote Trips That Convert
Product Experience
📝

Quote Trips That Convert

Build FIT packages from a component library, create compelling quotes with real-time pricing, and sell pre-built packages — all through a unified quoting workflow that turns inquiries into revenue.

5
Steps
4
Phases
4-6 weeks
Duration

Prerequisites

Complete these outcomes first

→ Build Service Catalog

🗺️User Journey Flow

Follow the steps from start to finish

ACTORS:
👤
Reservation Consultant
👤
Customer
📚

Adoption Roadmap

Your path to success

0%
0/9 artifacts ready
📋

Get Ready

Plan your quoting workflow, define package types, and prepare the component library

🎯
Milestone
Team aligned & ready
✅
Checklist
Pre-requisites
Quoting Workflow Design
Coming Soon
📖
Guide
Step-by-step
Package Type Definitions
Coming Soon

Project Plan

4-6 weeks estimated duration

high complexity
1

Component Library & Package Building

Week 1-2 • Owner: Product Manager

3 tasks
• Define component categories and service types
⚙️ Create services per component type
⚙️ Load component pricing and availability
2

Quoting & Pricing

Week 3-4 • Owner: Product Manager

3 tasks
⚙️ Configure quote templates and numbering
⚙️ Set up margin and discount rules
⚙️ Build quote document templates (Edge Docs)
3

Validation & Training

Week 5-6 • Owner: Product Manager

2 tasks
✓ Execute UAT: quote creation and pricing
📚 Train reservation team on quoting workflow