Configure. Price. Propose. Sign. Deposit. Phase 1 live. Phase 2 designed.

The manufacturer sells custom-configured cabins across a wide price range, from entry-level to premium, through direct sales and a multi-dealer channel. Deals happened on the phone and in person. After a customer configured their structure, the proposal process ran through their general-purpose client-management tool at 1.5% per transaction, disconnected from whatever the customer had configured. A salesperson would take the verbal spec, rebuild it in that tool, export a PDF, email it, follow up for a signature, and then handle the deposit separately. Every step was manual re-entry.

Field salespeople had no mobile proposal tool and no way to close at a customer's property without going back to a desk. Content and model pricing edits required a developer, so marketing was bottlenecked on engineering availability. The gap between "customer shows interest" and "deposit collected" was measured in days and depended entirely on who followed up.

The pattern to fix it was Data Change → Generate Document → Collect Signature + Payment. The question was how many handoffs could be eliminated inside a single session. The answer turned out to be all of them.