Quotes (single feature)

UNICARGO

Unicargo is a global freight-forwarding company providing air, sea, and ground shipping with end-to-end logistics services. It combines technology and a personal approach to simplify complex international shipping for e-commerce and import/export businesses.

My Role

UX UI Designer

Time Frame

2 months

Tools

Figma, Adobe PS

Link

View Project

Overview

The Big Picture

UNICARGO is an international freight forwarding company that specializes in providing custom freight solutions worldwide. An efficient operational system is crucial for a company that manages thousands of yearly shipments for businesses of all sizes, via air, land, or sea. By simplifying complex logistics, the system creates a simple, intuitive, and organized experience for both employees and customers.

So... what's the current quote handling process?

Multiple Disconnected Platforms- Sales reps still create and track quotes across email threads, spreadsheets, and a basic invoicing tool, none of which talk to each other.
Manual Data Entry - Customer, shipment, and pricing details are typed in repeatedly for every step—creating high risk of typos, duplicate records, and missed updates.
High Human-Error Risk - Because every update relies on manual effort, misquotes and incorrect invoices are common, occasionally resulting in revenue leakage or customer dissatisfaction.

Logistics Obstacles

Slow and Inefficient Quote Generation - The sales team is losing deals because generating quotes takes too long, indicating a cumbersome process that likely involves manual data entry and hopping between different systems.
Lack of Quote Visibility and Tracking - Sales representatives don't have a clear overview of where quotes stand in their lifecycle, making it difficult to prioritize, follow up effectively, and understand the reasons behind lost deals.
Fragmented System and Manual Processes - The reliance on multiple disconnected tools and manual steps introduces significant inefficiencies, increases the likelihood of errors, and negatively impacts both revenue and customer satisfaction.

Research

Persona

Daily Struggles

Fragmented Systems – Quote information scattered across 3 different systems
Collaboration Gaps – No real-time collaboration features
Prioritization Issues – Difficulty prioritizing quotes by urgency or value
Legacy Integration Hurdles – Legacy data integration challenges

Research & Insights

Research Key Conclusions

Scattered Data Wastes Time - Sales reps spend excessive time—often over 2 hours daily—searching across multiple systems for quote information.
Inefficient Updates - Updating a single quote status takes an average of 45 minutes, largely due to disconnected platforms and manual steps.
High Risk of Errors - Manual data entry and lack of real-time notifications lead to frequent mistakes and make it difficult to prioritize quotes by urgency or value.