ExMail Pricing Tool
Development of a system for instant calculation and proposal sending
- Type: Web platform
- Focus: Business process automation
- Duration: 3 months
- Industry: Logistics
Create a digital tool that helps managers instantly analyze prices, compare offers with competitors, and generate commercial proposals in seconds
Brief and Approval
— Defined the goals: to create an internal tool for the logistics company’s sales department for instant price analysis and quotation preparation.
— Outlined the objectives: compare company rates with competitors by parameters, calculate optimal prices based on margin and discounts, and generate and send proposals.
— Identified the target audience: sales managers, department heads, and system administrators.
— Prepared and approved a prototype with two main screens and an administrative interface.
Main Screen
— Calculation and comparison screen: select route (from/to), input weight, discounts, and margins, choose service and competitors for comparison.
— Support for uploading templates and using the TOP 100 mode to instantly calculate popular routes without manual input.
— Results displayed in a table with VAT breakdown, percentage difference, delivery times, and key parameters.
Inner Screens
— Commercial proposal screen: create offers, preview, export to Excel or PDF, and send directly to clients via Email or WhatsApp.
— Admin panel: manage users and roles, edit comparison parameters, competitor lists, and services, upload rates and templates.
— Proposal database: monitor all created offers, filter by date or author, and quickly view the content of each proposal.
AI Integration
— AI was not implemented in the current version, with focus on precise algorithmic calculation and data validation.
— The architecture allows for future integration of AI models to predict pricing and deal success probability.
— Potential scoring results can be added to the comparison table and proposal card without changing the system’s core logic.
Automation
— Implemented upload and export mechanisms for Excel rate files with validation of formats and structure.
— Flexible configuration of proposal templates and calculation fields for margin, discounts, and VAT without code changes.
— Scripts for quick proposal generation and instant sending reduce the sales department’s response time.
— TOP 100 routes mode accelerates standard calculations and minimizes manual data entry.
The client received a digital system built on Laravel and Vue.js that boosted the sales department’s performance by 45%. Managers can now create commercial offers in 30 seconds, compare rates with competitors, and instantly send proposals to clients. A user-friendly interface, Excel and PDF integrations, and flexible margin settings helped increase conversion and company profit.
