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SALES QUOTES

APP PROPOSAL

CONTENTS

ATS SALES QUOTES APP

INTRODUCTION ......................................................................................3
ATS BRAND & LOGO ................................................................................5
AUDIENCE & INTERVIEWS........................................................................6
OTHER QUOTE APPS ...............................................................................8
OTHER APPS ...........................................................................................9
MAIN FEATURES & USER PROCESS .......................................................13
APP FLOW CHART ..................................................................................14

The purpose of this iPhone app is to assist ATS Sales Representatives give sales quotes
to potential clients. The app will be used exclusively by Sales Representatives when
interacting with clients. This is beneficial to ATS because it provides quick and close to
accurate quotes for clients, which will create more sales.

PROTOTYPE ...........................................................................................15
USABILITY STUDY .................................................................................16
ICON DESIGN .........................................................................................18
COLOR ...................................................................................................20
TYPOGRAPHY ........................................................................................21
HOME......................................................................................................23
RECENT QUOTES ...................................................................................24
EMAIL .....................................................................................................25
SCREEN PRINT QUOTE ..........................................................................26
SIGNAGE QUOTE ...................................................................................28

APP FEATURES

ATS Sales Quotes

The app also benefits the sales representatives who can easily access previously given
quotes, as well as connecting with their coworkers. Overall establishing a sense of
camaraderie as well as business productivity. The app also acts as a quick form of
communication between coworkers and clients.

Company Updates
Email
Signage Quote
Screen Printing Quotes

ATS Sales Quotes 3

ATS BRAND & LOGO

ATS Printing & Branding has been providing customized apparel & promotional products
to both local & national customers for 25 years. ATS offers a full line of services, including
screen printing, embroidery, digital printing, promotional products, & fullfilment.

COMPANY OVERVIEW

UPDATED LOGO

All screen printing, embroidery, and digital printing is performed


within our facility, giving us greater control of the production
process, quality, and customer service.

I updated the ATS logo with a new color and tagline. I began by
removing the unnecessary elements from the original such as
the grid and drop shadows. To maintain a similar look I decided
to use three lines of color Cyan, Magenta and Yellow. I feel that
these colors represent a printing company and the blocks of
color allude to the original grid. I created a new tag line that is
more concisePrinting & Branding Services. The original tagline
was long and an eyesore, it also felt unprofessional.

Originally founded in 1989, Advanced Tex Screen Printing, Inc.


started out as single person start-up, operating out of a 1200
sq.ft. shop. Shortly thereafter, ATS Printing & Branding outgrew
its first home and moved to its current location, which has since
been expanded to nearly 20,000 sq.ft. and 30 employees.
The expansion made way for the addition of embroidery
equipment, signage printing,& warehousing facility. In 2003,
the merger of ATS & The Host Company provided customers
with a single source for printing, embroidery, and promotional
products. More recently, ATS has added a digital shop, offering
full color digital graphics for banners, signs, displays, trade
shows, as well as branding services such as logo business
identity design.

ORIGINAL LOGO
The logo relies on old design trends, such as a harsh drop
shadow as well as unnecessary shadows within the ATS word
mark. Similarly the tagline no longer reflects all of the services
provided by the company

ATS Sales Quotes

COLOR
The brands previous color scheme also did not reflect a business
that offered primarily printing services. It suggested more of
an industrial service such as construction or lawn care. Cyan,
Magenta, and Yellow represent a printing logo aesthetic. I
researched other printing service logos and found that these are
generally colors used to represent their brand. I feel that these
colors better represent the sort of services ATS offers and also
brings a more updated look to the brand as well.

Dark Navy
C: 99 M: 74 Y:49 K:48
R: 0 G:47 B:68
#002F43

Yellow
C: 0 M: 0 Y: 100 K: 0
R: 255 G:242 B:0
#858685

Cyan
C: 100 M: 0 Y:0 K: 0
R: 0 G:179 B: 139
#00ACED

Magenta
C: 0 M: 100 Y:0 K: 0
R: 236 G: 0 B: 140
#EA008A

ATS Sales Quotes 5

AUDIENCE

The ATS Sales Quotes app is specifically for Sales Representatives within ATS. The app will
aid Sales Representatives give quick and close to accurate quotes to potential customers.
The app will be used when Sales Representatives are on site with clients. Also, this app
will benefit ATS to provide quotes quickly for clients, creating more sales.

PRIMARY AUDIENCE

Sales Representatives within ATS Printing &


Branding Services
Age: 40-60
Gender: Prodominately Male
Owns an Iphone 6

SECONDARY AUDUENCE

Customer Service Representatives within ATS


Printing & Branding Services

Age: 25-60
Gender: Equal between male & female
Owns an Iphone 6
App may be used by customer service Reps to access previous
quotes as well as understanding the quoting process.

INTERVIEWS
MISSY BEYER

Sales Representative

Missy has been with ATS for 2 years as a Sales Representative.


Currently, ATS Sales Representatives give quotes based on
training and general knowledge of the products they offer.
Several catalogs are currently used to keep track of costs,
which can make it difficult to give a quick quote to clients. Sales
Representatives like Missy make commission from their Sales,
which means the quicker the quote, the better.
Screen printing services are available for many types of apparel.
Missy feels the biggest issue when giving screen printing quotes
to clients is explaining the how the color of t-shirts effects the
cost of an order. The color of apparel is a very important factor,
however Sales Representatives do not have access to a list of
colors that are available among their many brands. The color
cannot be shown to guest immediately and a guesstimate is
generally given to client until a email of color options can be

sent. Apparel size is charged the same S-XL but any larger the
client is charged more, ATS offers brands that carry shirts all the
way to 7 XL.
For signage quotes, ATS does not have a set system. They
believe making custom orders for clients is important and will
figure out a way to accomplish the order desired. This means
there is no limit to what the client desires, including custom
shapes. Similarly, ATS does not charge rush fees for projects
which makes their business unique and accessible to many more
clients. Missy also explained that although customers are always
valued, they do not offer returning clients discounts.
After a quote is made to a client, it needs to be sent to the
client as well as a customer service rep who helps finish the
sale. This information is generally not shared with other Sales
Representatives or anyone else within ATS.

KALLEE PARSON

Sales Representative

Kallee has also been with ATS for 2 years as a Sales


Representative and gave very similar responses as Missy. Kallee
expressed that her biggest issue giving quotes are clients are
often vague about what they are looking for. She also explained
the issue with screen printing quotes how the color of garment
effects costs.

ATS Sales Quotes

Kallee also shared that quotes are given based on the Sales
Representatives knowledge of products. There are many
catalogs Sales Representatives work from, however there is not
a compiled catalog of prices, brand, and garment options ATS
has to offer. Kallee asked the app to include their top 50 sellers,
which she felt would make the quote process go quickly.

ATS Sales Quotes 7

OTHER QUOTE APPS

A variety of quote apps are currently available to the public. The following examples
however do not provide sales quotes for t-shirts. In general these apps have similar goal in
mind, to provide a quick and easy service quote for the user.

THE BID & ESTIMATE


COMPANION
The Bid & Estimate Companion has been
developed for ANY business that needs
to quickly and accurately provide a cost
estimate for their goods and service. This
application will allow you to effortlessly
create, and then either show or email the
estimate directly to your client. There will
never again be a need to tell your client
that you will get back to them later with an
estimate.

Tree Structure

Email Function

I took inspiration from the tree structure from the Bid &
Estimate Companion app. Organizing items by type and
diplaying information about cost per item.

I found the display of product details within the e-mail to be


very efficient. I also think this is a good way to share quotes with
clients and others.

Tab Bar

More Option

I took inspiration from the tab tree structure from the Bid
& Estimate Companion app. Organizing items by type and
diplaying information about cost per item.

The more option is clever allowing for less clutter on the tab bar.
The information located under more is important, however it
would take too much room.

CLOSE QUOTE
CloseQuote is an IOS app dedicated to the
apparel decoration industry. CloseQuote
was created to fill the need of fast and
accurate quoting in both screen printing
and embroidery. No longer are pricing
charts and lenghtly calculations needed to
give a precise quote to a customer.

ATS Sales Quotes

ATS Sales Quotes 9

OTHER QUOTE APPS

A variety of quote apps are currently available to the public. The following examples
however do not provide sales quotes for t-shirts. In general these apps have similar goal in
mind, to provide a quick and easy service quote for the user.

COMPAS SIEMENS
COMPAS Mobile App provides quick and
easy access to core functionality rom the
desktop version of COMPAS enabiling
you to quickly search for and view existing
quotes and orders, generate reports and
drawings, conduct product searches and
view product collateral.

Product Catalog

Action Sheet

A product catalog helps locate specific items quickly and can


function as a way to keep track of product inventory. The
information is broken down in a clean and simple way.

The action sheet allows for multiple options but is organized and
hidden until needed.

Garment Cost and Quantity

Quote Calculator

The app displays how much a garment costs per item. This
information is useful for a sales rep when breaking down price
costs for clients.

The overall cost of each order is displayed, showing how each


element adds to the total cost of the order. This display is useful
for understanding where cost comes in.

SHIRT QUOTE
Shirt Quote is a t-shirt quote calculator
for commercial Textile Screen Printers.
Best suited for shops with at least one
automatic press. enter in a few settings
to create a custom pricing profile for your
shop. Multiple profiles can be created for
different situations and customer types.

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ATS Sales Quotes

ATS Sales Quotes 11

MAIN FEATURES

SCREEN PRINTING QUOTES

Quoting Screen specifically for Screen Printing, this screen


will show determinants specific to the service allowing Sales
Representations to fill in information based on clients needs.
Once determinants are entered, the app will calculate and give
a close to accurate quote for the client.

SIGNAGE QUOTES
Quoting Screen specifically for Signage, this
screen will show determinants specific to the service allowing
Sales Representations to fill in information based on clients
needs. Once determinants are entered, the app will calculate
and give a close to accurate quote for the client.

EMAIL
Email will function as a normal email, allowing Sales
Representatives to follow up with clients or share quotes and
information within ATS.

RECENT QUOTES

Recent quotes logs in previous quotes made by Sales


representatives. Sales Representatives can use search option
located at the top of screen to locate specific quotes if they ever
need to revisit or edit quotes.

COMPANY UPDATES

The home page shows company updates, allowing Sales


Representatives to easily communicate in mass messages. Any
Sales Representative can post to the home page, as well as
respond to any message..

USER THOUGHT PROCESS


Because the App will be used while Sales Representatives are
on site with customer, the app should quick and easy to access.
Upon launching the app for the first time, the user will be taken
to a login screen. After the user logs into the app the first page
to appear will be the welcome page with updates within the
company relevant to Sales Representatives.
From that point, the user can chose from 4 other options
located on the bottom tab bar including; recent quotes, email,
screen printing quotes, and signage quotes. Screen printing and
signage quotes are separated allowing the Sales Representative
to quickly access each specific request.

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ATS Sales Quotes

The quoting process is similar to a calculator where based


on either need, different options appear such as color, size,
quantity, location, date etc. Each other these elements have a
predetermined cost associated with them, Sales rep can type
information or based chose from a list of options.
Sales Representatives also are able to save quotes for later
revision as well as send quotes to clients. This will speed up the
process of finalizing a deal with a client. Allowing for more time
to make more sales.

ATS Sales Quotes 13

APP FLOW CHART


LOGIN

The paper prototype includes illustrations of each screen. Created to have users test the
application in an app called InVision which simulates a real working app. The app has a
tab bar and tree structure combination navigation model. The goal of this prototype is to
show key options of the app as well as to understand the usability of the app in concept.

REGISTER

HOME

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PROTOTYPE

NAVIGATION MODEL

Welcome screen with


current updates for Sales
Representatives to
overview

A combination of Tab and tree navigations are used throughout


this app. The Tab bar is located at the bottom of the application
with the main features offered from the app including Home,
Recent Quotes, Email, Screen Printing Quote and Signage
Quotes. In the email, recent quotes, and some areas of the
quote sections of the app you will find a tree navigation to
organize information.

SCREEN PRINTING

List of options such as color,


quantity, material. Also
Calculate quote button is
located at the bottom and
quote appears on bottom of
the screen

Save Quote and or


email estimate.

SIGNAGE QUOTE

List of options such as color,


quantity, material. Also
Calculate quote button is
located at the bottom and
quote appears on bottom of
the screen

Save Quote and or


email estimate.

EMAIL

General email screen with


inbox, sent, new, draft
options. Will appear in tree
structure.

RECENT QUOTES

List of previous quotes

ATS Sales Quotes

SCREEN GRID

I chose to use a 10 column grid, based on some research


I found this to be a commonly used grid for the iPhone 6
user. The iPhone 6 is the phone the majority of ATS Sales
Reps have.

ATS Sales Quotes 15

USABILITY STUDY
TASK 1

TASK 2

I asked each participant to place a screen-printing quote based


on the following order:

I then asked each participant to place a signage quote based on


the following order:

Qty: 50 t-shirts
Colors: 5 colors right and left arm
Garment: Cotton t-shirt

Qty: 2
Color: 7 color design Size: 11 X 17 in
Weeding: Minimal

I asked them to also to tell me the subtotal of the quote and also
save this quote with clients name Joe Smith.However before
the quote was sent, to edit quote from 50 to 30 t-shirts and
then email this quote to a customer service rep.

I asked them to also save this quote with clients name Joe
Smith. However before the quote was sent, to edit quote from
7 to 3 colors and then email this quote to a customer service rep.

RESULTS

PARTICIPANT 1

Participant 1 had issues locating both the screen printing and


signage icons, so I let them know that the square icon represented screen printing and the circle represented signage for
now. Once that information was clear, they began with the first
task and clicked the square icon.
They tried to click within each location box to input information
but found that none of them are functional yet. I let them know
that my concept was to be able to click and type options into
the boxes. My participant then continued by clicking the save
option located in the top right corner. Soon they also found that
the client box was actually not functional but they located the
edit quote option and then saved and found the email option
located at the top right.
The second task went much the same but when it came to the
save part they struggled. I realized it was because I didnt put
the save option in the top right like I did with the screen-
printing page.

PARTICIPANT 2
With participant 2 I let them know before what the square and
the circle represented. The first task went similarly to the first
participant however my participant was confused when they
hit the total button for screen printing and thought it went to a
new page. I let them know that I was not able to add the scroll
function I wanted in this prototype. My idea is that when you hit
total the screen will scroll beneath the input information area
and show you the total. You would also be able to scroll back
up and edit the quote if needed. The participant then saved the
quote as well as located the edit quote option and then emailed
the quote.
Participant 2 also struggled with task 2; I believe this was
because I was not able to edit my mistakes before I asked them
to try the app. With Participant 2 I also asked them to locate the
email section on the app and also check recent quotes and find
the Joe Smith Quote. Participant 2 was able to complete these
extra quotes quickly.

OVERALL

I found from this usability study that I should be more consistent


with buttons located on both the screen-printing and signage
quote options. Also I should also think about icons that easily
represent save, email, and edit quotes. I should also create icons
that represent screen printing and signage more clearly , the
square and circle were just temporary though.

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ATS Sales Quotes

ATS Sales Quotes 17

ICON DESIGN
ICON CONCEPT

FINAL ICON

I sketched some ideas for my ATS app, I played with only using
the A from ATS as well as using the entire ATS logo. I felt that
these did not fully represent the visual brand as well as did not
represent the function of the app. I also experimented with
speech bubble shapes within the icon but I felt that the speech
bubble could be misinterpreted as a social media icon.

I wanted the app icon to reflect the ATS visual brand as well
as be easy to locate on a Sales Representatives phone. I used
the ATS logo and instead of using the tagline I chose Sales
Quotes. I believe that by adding Sales Quotes beneath the
logo made the function of the app easily understood.

MAIN ICONS
The main icons contain consistancy in shape and style. Each
icon has rounded corners and similar stroke weights. Five main
icons were created to represent the main functions. I placed
the two quoting options furthest to the right, they can easily be
accessed by the right thumb or index finger.

SUB ICONS
Sub icons reflect standard icons used in most email
applications. I chose to follow the standard so that their
functions were clear and easy to locate. These icons differ from
the main icons in that they use one stroke weight and do not
rely as much on a more curvilinear shape.

MAIN ICONS
HOME

This icon takes its user back to the home


screen. The home screen contains ATS
business practice updates as well as current events.

RECENT QUOTES

To reflect its function, I illustrated a


speech bubble with a dollar symbol inside
it. This icon will bring its user to review
recent quotes given to clients.

SCREEN PRINT QUOTE

A squeegee and screen frame represent the


screen printing quote process. These
objects are used in the actual process of
screen printing & best represent the option.

SIGNAGE QUOTE

A printer is used to represent the signage


quote process. The printer is a metaphor
for the large scale printing process.

EMAIL

I illustrated a standard envelope icon


to represent the email function. Sales
Representatives can use this option to
email quotes or other emails to any client
or within ATS.

SUB ICONS
DELETE

An X represents the exit option on any


page. Also used in search bar to represent
a delete option.

NEW E-MAIL

A pencil and paper represent the new


e-mail option located on the toolbar
under the email function of the ATS app.

ADD POST

The + symbol represents the add new


post under the Home screen.

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ATS Sales Quotes

SEARCH

A magnifiy glass represents the search


function in the ATS app. This is a familiar
icon among other apps.

DELETE QUOTE

The trashcan represents the delete function that can be found within the email
and recent quote options of the ATS app.

ACTION SCREEN

This swoosh arrow can be found in the


toolbar in the email option of the ATS
app. Once pressed, it will bring up a pop
up menu with edit order, add order, or
cancel process.

ATS Sales Quotes 19

COLOR

TYPOGRAPHY

COLOR PALETTE

The color palette consists 5 main colors; light gray, white, dark
gray, cyan and magenta. These colors reflect the updated ATS
logo and suggest productivity. The colors are clean and direct
the user from general information to important options. The
cyan and magenta are used to indicate button options. While
white, light gray, and dark gray are for general text and icons.

60 %

Light Gray
C: 0 M: 100 Y:0 K: 0
R: 236 G: 0 B: 140
#EA008A

25 %

Dark Gray
C: 0 M: 100 Y:0 K: 0
R: 236 G: 0 B: 140
#EA008A

10 %

Cyan
C: 100 M: 0 Y:0 K: 0
R: 0 G:179 B: 139
#00ACED

5%

Magenta
C: 0 M: 100 Y:0 K: 0
R: 236 G: 0 B: 140
#EA008A

FONT CHOICE

I chose the standard font for iPhones, Helvetica Neue. My font


will utilize 3 differnt font weights including; light, regular, and
medium. Also 4 different font sizes will be used; 34 px, 28 px, 24
px and 22 px. Both the font and weight sizes will differentiate
information and provide a sense of hierachy between the
different information on the screen.

34 px Medium
34 px Light
28 px Regular

24 px Regular

22 px Regular

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ATS Sales Quotes

ATS Sales Quotes 21

HOME

The home page shows company updates, allowing Sales Representatives to easily
communicate in mass messages. Any Sales Representative can post to the home page, as
well as respond to any message.

The post screen displays the post


message as well as any comments made
by fellow Sales Represetatives.

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ATS Sales Quotes

Any Sales Representative is able to reply


to any post, displaying their employee
icon as well as time and date the
comment was made.

ATS Sales Quotes 23

RECENT QUOTES

Recent quotes logs in previous quotes made by Sales representatives. Sales Reps can use
the search option located at the top of screen to locate specific quotes if they ever need to
revisit or edit quotes.

The quote page acts as a sort of invoice


of each quote. Listing each item by item
number, description, quantity, and item
total. Sales Reps can also review the total.

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ATS Sales Quotes

Sales Reps are able to review quote as


well as edit or add order to any quote.

EMAIL

Email will function as a normal email, allowing Sales Representatives to follow up with
clients or share quotes and information within ATS.

The new message option appears on the


screen once the pencil and paper icon is
tapped. E-mail functions much like the
default e-mail app on iphones.

ATS Sales Quotes 25

SCREEN PRINT QUOTE

Quoting Screen specifically for Screen Printing, this screen will show determinants
specific to the service allowing Sales Representations to fill in information based on
clients needs. Once determinants are entered, the app will calculate and give a close to
accurate quote for the client.

Colors are broken down by colors of the


rainbow. Adding all color options could be
confusing and complicated.

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ATS Sales Quotes

Each color is then broken down by shade.


The darker the color, the more expensive
a screen print service can be.

The garment option is picked after the


color option. Once color is chosen, only
garments of that color will appear under
the garment section.

Garments are also organized by gender


or category. Making it easier to find the
most relavant garment for each client.

Each garment is described by the


garment style , material and displays
a picture preview of what the garment
looks like.

ATS Sales Quotes 27

SIGNAGE QUOTE

The quoting screen specifically for Signage displays determinants specific to the service
allowing Sales Representations to fill in information based on clients needs. Once
determinants are entered, the app will calculate and give a close to accurate quote for the
client. You can also add more services to each quote and edit quotes easily.

Signage price is determined by material,


a list of each material is listed.

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ATS Sales Quotes

The next determining factor is the size of


the sign. Sales Representatives will type
in desired size and the ATS app calculates
the Sq In and Sq In of the sign.

Toggles represent extra costs that may be


involved on any quote. They can easily be
swiped on or off.

By selecting the top right menu option,


an action sheet will appear. Allowing
Sales Reps to send quote as an e-mail,
add order, save quote, or cancel menu.

By selecting add order, Sales Reps can


chose between either service. Allowing
for clients to chose both services in one
quote will speed up the quote process.

ATS Sales Quotes 29

CONCLUSION

My app not only includes sales quotes for both signage and screen printing, but it also
includes productivity features. The home page could be a great solution to company
updates as well as mass messaging all Sales Representatives. Similarly the e-mail section
would allow a quick check within the app to view recent e-mails and the Recent Quotes
page allows Sales Representatives to review past quotes and edit them.

2015 Bronte Rammal all rights reserved. Bronte Rammal is not responsible for errors or omissions. All of the artwork contained in
this publication is the property of the designer. No designs shown in this publication may be reproduced in any form without first
obtaining the permission of the designers.

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