B2B SALES CPQ
PLATFORM

B2B SALES CPQ
PLATFORM

B2B SALES CPQ
PLATFORM

Redesign and logic for a polished, user-friendly CPQ (Configure, Price, Quote) product

Impact

Impact

Impact

The redesign transformed PartneRite into a professional SaaS product positioned for partner adoption. Stakeholders reported:

  • Increased confidence in product demos with business partners

  • Faster completion of export quote workflows

  • A clear, scalable design system for future features

Overview

Overview

Overview

As founder of BDE Studio, I led the complete redesign of PartneRite, a SaaS platform for B2B business partners. The original product, built by engineers, lacked the usability and polish required for customer adoption.


My role:

  • Led end-to-end UX/UI redesign

  • Transformed workflows for managing customers, partners, and products

  • Delivered a polished, professional interface ready for non-technical users

Problem

Problem

Problem

The platform had strong functionality but an unintuitive interface. Users struggled with:

  • Complex workflows that required too many clicks

  • Engineer-first design with unclear hierarchy

  • Export quote flows that were difficult to navigate

For a B2B portal meant to manage customers, partners, and product quotes, usability was the barrier to growth.

Solution

Solution

Solution

Information Architecture

I reorganized the product into logical sections: Customers, Partners, Products, Quotes. Each section became accessible from a consistent navigation system.


Quote Export Flow

The quote export process was a critical workflow. I redesigned it as a guided step-by-step flow with clear progress indicators.


Polished SaaS UI

  • Introduced a clean design system with consistent typography, spacing, and interaction patterns

  • Created data tables with filters and sorting for manageability

  • Designed action-first layouts so users knew what to do next

Startup mentality

Startup mentality

Startup mentality

I worked directly with my client to consistency iterate. The client regularly conducted usability walkthroughs with early pilot users.


Key insights included:

  • Users wanted clarity of navigation (grouped, predictable menus)

  • Export quote flow needed to be linear and obvious

  • Data-heavy screens required visual hierarchy and scan-ability

Reflection

Reflection

Reflection

This project reinforced the importance of translating functionality into user-centered design. It taught me how to balance client needs, technical constraints, and usability standards while bringing professional polish to a SaaS platform.

LET'S CONNECT

LET'S CONNECT

LET'S CONNECT