ExMail Pricing Tool
Development of a program for automatic generation of commercial proposals and a calculator for competitor analysis
- Type: Web platform
- Direction: Work automation
- Timeframe: 3 months
- Industry: Logistics
Create a digital tool for managers enabling real-time price analysis, competitor offer comparison, and generating commercial proposals in just a few clicks.
ExMail Pricing Tool is an internal system developed for logistics company managers. The product allows comparing the company's own tariffs with competitors' tariffs based on various parameters (weight, discount, margin, delivery time, etc.), calculating the optimal price considering margin or discount, automatically generating commercial proposals and instantly sending them to clients. The tool significantly speeds up the sales department's work and increases chances of successful deals.
Functionality:
Screen 1: Calculation and comparison - the manager selects comparison parameters (weight, discount, margin, etc.), enters route (origin/destination), specifies weight, discounts and margin. It's possible to upload a template file or use a ready-made "TOP 100" routes list. After adding competitors for comparison and selecting a service, the user clicks "Calculate" and gets a price comparison table with VAT breakdown, percentage difference, delivery times and other parameters.
Screen 2: Commercial proposal - after calculation, the manager can generate a CP, preview it, export to Excel or PDF, or send directly to client via Email or WhatsApp.
Margin and discounts - the system allows flexible management of margin and discount. Depending on strategy, you can offer below-market prices or maintain proposal profitability.
Template and data upload - ability to upload Excel files with tariffs for both your company and competitors. Supports format validation, structure and template control.
TOP 100 - a special mode allowing instant calculation of popular routes without manual data entry.
Admin panel - through the administrative interface you can manage users (create, edit, block, delete), edit comparison parameters, competitors and services lists, upload tariffs and templates.
CP database - a section for administrators where all created CPs can be tracked and filtered by date and authors, with quick viewing of each proposal's content.
Solutions:
1. Technical specification development.
- Gathering and formalizing customer requirements.
- Detailed functional block decomposition.
- Creating logical structure of the system's two screens.
2. Mockup creation.
- Developing UI mockups for the calculation system and CP generation screen.
- Designing interaction logic with checkboxes, tables and dropdown lists.
3. Backend and frontend programming.
- Implementing dynamic tariff calculation table with parameters.
- Excel and PDF integration for data import/export.
- Developing CP module with preview and export.
- Implementing flexible margin, discount and VAT calculation logic.
4. Admin panel development.
- User, role and access management.
- Configuring comparison parameters, competitors list and tariffs.
- Integrating reference books and templates upload modules.
5. Testing and implementation.
- Comprehensive business logic testing.
- Validation of all Excel templates.
- System deployment on client's server and user training.
As a result of the completed work, the client received a digital system for generating commercial proposals and price analysis, developed on Laravel using Vue.js. The solution features high performance, user-friendly interface, and extended functionality including automatic table generation, template uploads, and integrations with Excel, PDF, and messengers. The ability to flexibly compare company tariffs with competitors' offers, account for margins and discounts, and quickly send CPs to clients has significantly simplified managers' work and increased sales department efficiency. All this contributed to higher conversion rates and improved business performance metrics for the company.
