Quoting and Tracking Tool

Created for a financial company, this tool was designed to generate credit quotes and track the follow-up of every proposal. The goal was to streamline the process of creating and managing credit proposals, enabling users to:

• Generate Quotes: Easily create customized credit or loan offers based on specific customer criteria.

• Track Proposals: Monitor the status of each credit proposal, including client follow-ups, approvals, rejections, and pending actions.

• Reporting and Analytics: Access data insights on proposal performance, success rates, and customer engagement.