Electronic proposal preparation system for selling vehicles

• US 5,493,490 A
• Filed: 05/05/1992
• Issued: 02/20/1996
• Est. Priority Date: 05/05/1992
• Status: Expired due to Term

• Current Assignee: Clear With Computers LLC (f/k/a Orion IP, LLC) (Legacy Patent Holdings, LLC)
• Original Assignee: Clear With Computers LLC (f/k/a Orion IP, LLC) (Legacy Patent Holdings, LLC)
• Inventors: Johnson, Jerome D.
• Primary Examiner(s): Hayes, Gail O.
• Assistant Examiner(s): Thomas, Joseph
• Application Number:
  US07/878,602
• Time in Patent Office: 1,386 Days
• Field of Search: 364/400, 364/401, 364/402, 364/408, 364/419.19, 235/376, 395/600
• US Class Current: 705/26.4
• CPC Class Codes: G06Q 10/0631 Resource planning, allocation, distributing or scheduling for enterprises or organisations
• CPC Class Codes: G06Q 10/087 Inventory or stock management, e.g. order filling, procurement or balancing against orders
• CPC Class Codes: G06Q 10/0875 Itemisation or classification of parts, supplies or services, e.g. bill of materials
• CPC Class Codes: G06Q 20/209 Specified transaction journal output feature, e.g. printed receipt or voice output
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data
• CPC Class Codes: G06Q 30/0601 Electronic shopping [e-shopping]
• CPC Class Codes: G06Q 30/0611 Request for offers or quotes
• CPC Class Codes: G06Q 30/0621 Item configuration or customization
• CPC Class Codes: G06Q 30/0625 Directed, with specific intent or strategy
• CPC Class Codes: G06Q 30/0627 using item specifications
• CPC Class Codes: G06Q 30/0631 Item recommendations
• CPC Class Codes: G06Q 30/0641 Shopping interfaces
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
• CPC Class Codes: Y10S 707/99945 Object-oriented database structure processing
• CPC Class Codes: Y10S 707/99948 Application of database or data structure, e.g. distributed, multimedia, or image

Abstract

An electronic system for creating customized product proposals stores a plurality of pictures and text segments to be used as building blocks in creating the proposal. The pictures may include various products, environments in which the products may be used, and available product options. The text segments may include textual descriptions of the product, environments in which the product may be used, and its performance specifications. The system queries a user to determine a customer'"'"'s needs and interests. Based upon the answers to the queries, the system selects the appropriate picture and text building blocks to fill in proposal templates. The system can print the completed proposal templates to provide the user with a customized, printed proposal that describes features and benefits of a product, in a particular environment, that are of interest to the customer who is to receive the proposal.

Claims

1. A computer-based system for generating a customized proposal for selling vehicles to particular customers, comprising:

a) input means for receiving information identifying a customer'"'"'s desired vehicle features and uses, comprising;

i) means for presenting the customer with a plurality of questions relating to features and uses of the vehicles; and

ii) means for receiving a plurality of answers to the questions, the answers specifying the customer'"'"'s desired vehicle features and uses;

b) receive means for electronically receiving vehicle pictures, vehicle environment pictures, and text segments;

c) processing means for gathering vehicle information for use in generating the customized proposal, comprising;

i) means for electronically selecting a particular vehicle picture in response to at least one of the answers;

ii) means for electronically selecting a particular vehicle environment picture in response to at least one of the answers; and

iii) means for electronically selecting a particular text segment in response to at least one of the answers; and

d) output means, coupled to the receive means and the processing means, for receiving the gathered vehicle information and for compiling the gathered vehicle information into the customized proposal.

2. The system of claim 1 wherein:

(a) the receive means further comprises environment text data base means for receiving a plurality of predetermined environment text segments related to distinctive environments in which the vehicle may be used, the plurality of predetermined environment text segments being of varying interest to different potential customers who may purchase the vehicle; and

(b) the processing means further comprises means for electronically associating at least one of the answers with one of the environment text segments.

3. The system of claim 1 wherein:

(a) the input means further comprises means for receiving a name and address of the customer who is to receive the proposal; and

(b) the processing means further comprises means for generating the customized proposal with a cover sheet comprising the name and address of the customer who is to receive the proposal.

4. The system of claim 1 wherein the processing means further comprises means for generating the customized proposal with a cover sheet comprising predetermined pictures and text related to at least one of the features and uses which are of particular interest to the customer who is to receive the proposal.

5. The system of claim 1 wherein:

(a) the input means further comprises means for receiving customer identification data of the customer who is to receive the proposal; and

(b) the processing means further comprises means for generating the customized proposal with a personalized letter to the customer who is to receive the proposal so that the personalized letter comprises the customer identification data of the customer who is to receive the proposal and so that the personalized letter further comprises portions of predetermined standard text related to at least one of the individualized features and uses which are of particular interest to the customer who is to receive the proposal.

6. The system of claim 1 wherein the processing means further comprises means for generating the customized proposal with one or more individualized vehicle description pages each comprising predetermined pictures and text related to at least one of the individualized features and uses which are of particular interest to the customer who is to receive the proposal.

7. The system of claim 6 wherein:

(a) the input means further comprises means for receiving customer identification data of the customer who is to receive the proposal; and

(b) the processing means further comprises means for generating the customized proposal with one or more individualized pages so that each individualized page comprises the customer identification data of the customer who is to receive the proposal.

8. The system of claim 6 wherein:

(a) the input means further comprises means for receiving salesperson identification data of a salesperson who is dealing with the customer; and

(b) the processing means further comprises means for generating the customized proposal with one or more individualized pages so that each individualized page comprises the salesperson identification data of the salesperson who is dealing with the customer.

9. The system of claim 1 wherein:

(a) the receive means comprises means for receiving a plurality of vehicle specifications related to producing the vehicle in a variety of configurations which are of varying interest to different potential customers who may purchase the vehicle; and

(b) the processing means comprises;

(i) means for electronically associating at least one of the answers with one of the vehicle specifications which is of particular interest to the customer who is to receive the proposal; and

(ii) means for generating the customized proposal with one or more individualized pages comprising the vehicle specification which is of particular interest to the customer who is to receive the proposal.

10. The system of claim 9 wherein:

(a) the input means further comprises means for receiving customer identification data of the customer who is to receive the proposal; and

(b) the processing means further comprises means for generating the customized proposal so that each individualized page which comprises the vehicle specification which is of particular interest to the customer who is to receive the proposal also comprises the customer identification data of the customer who is to receive the proposal.

11. The system of claim 9 wherein:

(a) the input means further comprises means for receiving salesperson identification data of a salesperson who is dealing with the customer; and

(b) the processing means further comprises means for generating the customized proposal so that each individualized page which comprises the vehicle specification which is of particular interest to the customer who is to receive the proposal also comprises the salesperson identification data of the salesperson who is dealing with the customer.

12. The system of claim 1 wherein:

(a) the receive means comprises means for receiving a plurality of performance specifications related to performance of the vehicle in a variety of configurations which are of varying interest to different potential customers who may purchase the vehicle; and

(b) the processing means comprises;

(i) means for electronically associating at least one of the answers with one of the performance specification which is of particular interest to the customer who is to receive the proposal; and

(ii) means for generating the customized proposal with one or more individualized pages comprising the performance specification which is of particular interest to the customer who is to receive the proposal.

13. The system of claim 12 wherein:

(a) the input means further comprises means for receiving customer identification data of the customer who is to receive the proposal; and

(b) the processing means further comprises means for generating the customized proposal so that each individualized page which comprises the performance specification which is of particular interest to the customer who is to receive the proposal also comprises the customer identification data of the customer who is to receive the proposal.

14. The system of claim 12 wherein:

(a) the input means further comprises means for receiving salesperson identification data of a salesperson who is dealing with the customer; and

(b) the processing means further comprises means for generating the customized proposal so that each individualized page which comprises the performance specification which is of particular interest to the customer who is to receive the proposal also comprises the salesperson identification data of the salesperson who is dealing with the customer.

15. The system of claim 1 wherein:

(a) the input means further comprises means for receiving a description and appraised value of a trade-in vehicle to be traded in by the customer who is to receive the proposal; and

(b) the processing means further comprises means for generating the customized proposal with one or more individualized pages which comprise the description and appraised value of the trade-in vehicle to be traded in by the customer who is to receive the proposal.

16. The system of claim 15 wherein:

(a) the input means further comprises means for receiving the customer identification data of the customer who is to receive the proposal; and

(b) the processing means further comprises means for generating the customized proposal so that each individualized page which comprises the description and appraised value of a trade-in vehicle to be traded in by the customer who is to receive the proposal also comprises at least one of the customer identification data of the customer who is to receive the proposal.

17. The system of claim 15 wherein:

(a) the input means further comprises means for receiving salesperson identification data of a salesperson who is dealing with the customer; and

(b) the processing means further comprises means for generating the customized proposal so that each individualized page which comprises the description and appraised value of a trade-in vehicle to be traded in by the customer who is to receive the proposal also comprises the salesperson identification data of the salesperson who is dealing with the customer.

18. The system of claim 1 wherein:

(a) the receive means comprises means for receiving a plurality of vehicle price quotations related to a variety of vehicle configurations which are of varying interest to different potential customers who may purchase the vehicle; and

(b) the processing means comprises;

(i) means for electronically associating at least one of the answers with one of the vehicle price quotations for a vehicle configuration which is of particular interest to the customer who is to receive the proposal; and

(ii) means for generating the customized proposal with one or more individualized pages comprising the vehicle price quotation for the vehicle configuration which is of particular interest to the customer who is to receive the proposal.

19. The system of claim 18 wherein:

(a) the input means further comprises means for receiving user-defined vehicle price quotations; and

(b) the processing means further comprises means for calculating a vehicle price based upon the vehicle price quotations that are related to the answers and for generating the customized proposal with one or more individualized pages comprising the vehicle price.

20. The system of claim 18 wherein:

(a) the input means further comprises means for receiving customer identification data of the customer who is to receive the proposal; and

(b) the processing means further comprises means for generating the customized proposal so that each individualized page which comprises the vehicle price quotation for the vehicle configuration which is of particular interest to the customer who is to receive the proposal also comprises at least one of the customer identification data of the customer who is to receive the proposal.

21. The system of claim 1 wherein:

(a) the input means further comprises means for presenting a series of predetermined queries related to financing a vehicle of interest to different potential customers who may purchase the vehicle, the input means further comprising means for receiving individualized answers to the predetermined queries, the individualized answers relating to financing the vehicle configuration of particular interest to the customer who is to receive the proposal; and

(b) the processing means further comprises means for generating the customized proposal with one or more individualized pages comprising the financing information related to the vehicle configuration which is of particular interest to the customer who is to receive the proposal.

22. The system of claim 21 wherein:

(a) the input means further comprises means for receiving customer identification data of the customer who is to receive the proposal; and

(b) the processing means further comprises means for generating the customized proposal so that each individualized page which comprises the financing information related to the vehicle configuration which is of particular interest to the customer who is to receive the proposal also comprises the customer identification data of the customer who is to receive the proposal.

23. The system of claim 21 wherein:

(a) the input means further comprises means for receiving salesperson identification data of a salesperson who is dealing with the customer; and

(b) the processing means further comprises means for generating the customized proposal so that each individualized page which comprises the financing information related to the vehicle configuration which is of particular interest to the customer who is to receive the proposal also comprises the salesperson identification data of the salesperson who is dealing with the customer.

24. The system of claim 1 wherein:

(a) the input means further comprises means for presenting a series of predetermined queries related to the life cycle cost of vehicle configurations of interest to different potential customers who may purchase the vehicle, the input means further comprising means for receiving individualized answers to the queries, the individualized answers related to the life cycle of a vehicle configuration which is of particular interest to the customer who is to receive the proposal; and

(b) the processing means further comprises means for generating the customized proposal with one or more individualized pages comprising life cycle cost information related to the vehicle configuration which is of particular interest to the customer who is to receive the proposal.

25. The system of claim 24 wherein:

(a) the input means further comprises means for receiving a name, address and telephone number of the customer who is to receive the proposal and for receiving a name, address and telephone number of a salesperson who is dealing with the customer; and

(b) the processing means comprises means for generating the customized proposal so that each individualized page which comprises the life cycle cost information related to the vehicle configuration which is of particular interest to the customer who is to receive the proposal also comprises at least one of the name, address and telephone number of the customer who is to receive the proposal and the salesperson who is dealing with the customer.

26. The system of claim 1 wherein:

(a) the input means further comprises means for receiving user-selected items to be included within the customized proposal; and

(b) the processing means further comprises means for arranging the user-selected items into a table of contents and for generating the table of contents within the customized proposal.

27. The system of claim 1 wherein the processing means further comprises means for including a trademark identifying the vehicle on at least one of the pages of the customized proposal.

28. The system of claim 1 wherein:

(a) the input means further comprises means for presenting the predetermined queries in any one of a plurality of languages; and

(b) the processing means comprises means for generating the customized proposal in any one of the plurality of languages.

29. The system of claim 1 wherein the processing means further comprises means for generating the customized proposal with a signature page as a part of the proposal.

30. The system of claim 1 wherein the output means comprises means for generating the customized proposal in a printed format.

31. The system of claim 1 wherein the vehicles comprise on-the-road vehicles.

32. The system of claim 1 wherein the vehicles comprise off-the-road vehicles.