CloudLink Ideas Portal

Fix the iQuote UX Navigation

We are significantly changing the way iQuote navigates.

  1. Change the common tasks navigation to highlight that it is a significant area.

  2. Change the iquote navigation so that it is universalized within the tabs

  3. For Payment Terms, auto-submit on change and remove the "Save" buttons within sections for point of possession and financials.

  4. Highlight any field that has been entered but not saved in highlighter yellow (through the entire app)

  5. If there is unsaved information when the user tabs away, present a warning and the option to save the information before proceeding (through the entire app)

  6. Sub tabs are now left navigation within the Quote Editor tab

  7. Sub tabs are now left navigation within the Agreement Editor tab

See proposal documentation here:
https://docs.google.com/presentation/d/1fbsdOqqk37QILGrT1PeF6HmJ5sIobW82u7M0kFw5MVo/edit?usp=sharing

Refined UX design to come ...

  • Hector Catre
  • Feb 18 2020
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