Electronic proposal preparation system

• US 5,615,342 A
• Filed: 02/05/1996
• Issued: 03/25/1997
• 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): Weinhardt, Robert A.
• Assistant Examiner(s): Thomas, Joseph
• Application Number:
  US08/596,575
• Time in Patent Office: 414 Days
• Field of Search: 364/400 R, 364/401, 364/402, 364/403, 364/408, 364/419.19, 395/600
• US Class Current: 705/26.63
• 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 assisted method of generating a customized proposal for selling products to particular customers, the method comprising the steps of:

presenting to a user of the computer a plurality of questions relating to features and uses of the products;

inputting into the computer a plurality of customer answers to the questions, the answers specifying a customer'"'"'s desired product features and uses;

storing in the computer product pictures, product environment pictures and text segments;

selecting a particular product picture in response to at least one of the customer answers;

selecting a particular product environment picture in response to at least one of the customer answers;

selecting a particular text segment in response to at least one of the customer answers; and

generating a customized proposal for the customer using the particular product picture, the particular product environment picture and the particular text segment.

2. A method as recited in claim 1, further comprising the steps of:

storing a plurality of predetermined environment text segments related to distinctive environments in which the products may be used, the plurality of predetermined environment text segments being of varying interest to different potential customers who may purchase the products; and

linking at least one of the customer answers with predetermined text related to individualized features and environments which are of particular interest to the customer.

3. A method as recited in claim 1, further comprising the steps of:

storing a plurality of product specifications related to producing the products in a variety of configurations which are of varying interest to different potential customers who may purchase the product;

linking at least one of the customer answers with a product specification which is of particular interest to the customer; and

generating, for inclusion in the proposal, one or more individualized pages comprising the product specification which is of particular interest to the customer.

4. A method as recited in claim 1, further comprising the steps of:

storing a plurality of performance specifications related to the performance of the products in a variety of configurations which are of varying interest to different potential customers who may purchase the product;

linking at least one of the customer answers with a performance specification which is of particular interest to the customer; and

generating, for inclusion in the proposal, one or more individualized pages comprising the performance specification which is of particular interest to the customer.

5. A method as recited in claim 1, further comprising the steps of:

presenting a series of predetermined queries related to financing a product of interest to different potential customers who may purchase the product;

receiving individualized answers to the predetermined queries, the individualized answers relating to financing a product configuration of particular interest to the customer; and

generating, for inclusion in the proposal, one or more individualized pages comprising the financing information related to the product configuration which is of particular interest to the customer.

6. A computer system for generating a customized proposal for a customer to facilitate a sale of products, the system comprising:

a memory, storing product images, product environment images and text segments;

a user interface provided to present to a user of the computer a plurality of questions relating to features and uses of the products and to input a plurality of answers to the questions, the answers specifying a customer'"'"'s desired product features and uses;

a processor, coupled to the memory and the user interface, wherein the processor selects a particular product picture in response to at least one of the answers, selects a particular product environment picture in response to at least one of the answers, selects a particular text segment in response to at least one of the answers and generates a customized proposal for the customer to facilitate a sale of the particular product using the selected particular product picture, particular product environment picture and text segment.

7. A system as recited in claim 6, wherein:

the memory further stores a plurality of predetermined environment text segments related to distinctive environments in which the products may be used, the plurality of predetermined environment text segments being of varying interest to different potential customers who may purchase the products; and

the processor links at least one of the customer answers with predetermined text related to individualized features and environments which are of particular interest to the customer.

8. A system as recited in claim 6, wherein:

the memory stores a plurality of product specifications related to producing the products in a variety of configurations which are of varying interest to different potential customers who may purchase the product; and

the processor links at least one of the customer answers with a product specification which is of particular interest to the customer and generates, for inclusion in the proposal, one or more individualized pages comprising the product specification which is of particular interest to the customer.

9. A system as recited in claim 6, wherein:

the memory stores a plurality of performance specifications related to the performance of the products in a variety of configurations which are of varying interest to different potential customers who may purchase the product; and

the processor links at least one of the customer answers with a performance specification which is of particular interest to the customer and generates, for inclusion in the proposal, one or more individualized pages comprising the performance specification which is of particular interest to the customer.

10. A system as recited in claim 6, wherein:

the user interface facilitates presentation of a series of predetermined queries related to financing a product of interest to different potential customers who may purchase the product;

the memory stores individualized answers to the predetermined queries, the individualized answers relating to financing a product configuration of particular interest to the customer; and

the processor generates, for inclusion in the proposal, one or more individualized pages comprising the financing information related to the product configuration which is of particular interest to the customer.

11. A computer assisted method of generating a customized proposal for a customer to facilitate a sale of a product, the computer storing product images, product environment images and text segments, the method comprising the steps of:

prompting a user of the computer with a plurality of questions related to at least one of a desired feature and desired use of the product;

receiving into the computer customer answers of the customer to the plurality of questions;

automatically selecting, in response to at least one of the customer answers, a product image, a product environment image and a text segment; and

generating a proposal customized for the customer using the selected product image, the selected product environment image and the selected text segment.

12. A method as recited in claim 11, further comprising the steps of:

storing a plurality of predetermined environment text segments related to distinctive environments in which the products may be used, the plurality of predetermined environment text segments being of varying interest to different potential customers who may purchase the products; and

linking at least one of the customer answers with predetermined text related to individualized features and environments which are of particular interest to the customer.

13. A method as recited in claim 11, further comprising the steps of:

storing a plurality of product specifications related to producing the products in a variety of configurations which are of varying interest to different potential customers who may purchase the product;

linking at least one of the customer answers with a product specification which is of particular interest to the customer; and

generating, for inclusion in the proposal, one or more individualized pages comprising the product specification which is of particular interest to the customer.

14. A method as recited in claim 11, further comprising the steps of:

storing a plurality of performance specifications related to the performance of the products in a variety of configurations which are of varying interest to different potential customers who may purchase the product;

linking at least one of the customer answers with a performance specification which is of particular interest to the customer; and

generating, for inclusion in the proposal, one or more individualized pages comprising the performance specification which is of particular interest to the customer.

15. A method as recited in claim 11, further comprising the steps of:

presenting a series of predetermined queries related to financing a product of interest to different potential customers who may purchase the product;

receiving individualized answers to the predetermined queries, the individualized answers relating to financing a product configuration of particular interest to the customer; and

generating, for inclusion in the proposal, one or more individualized pages comprising the financing information related to the product configuration which is of particular interest to the customer.

16. A computer readable medium tangibly embodying instructions which, when executed by the computer, implement a process comprising the steps of:

prompting a user of the computer with a plurality of questions related to at least one of a desired feature and desired use of the product;

receiving into the computer answers of the customer to plurality of questions;

automatically selecting, in response to at least one of the answers, a product image, a product environment image and a text segment; and

generating a proposal customized for the customer using the selected product image, the selected product environment image and the selected text segment.

17. A computer readable medium as recited in claim 16, wherein the process further comprises the steps of:

storing a plurality of predetermined environment text segments related to distinctive environments in which the products may be used, the plurality of predetermined environment text segments being of varying interest to different potential customers who may purchase the products; and

linking at least one of the customer answers with predetermined text related to individualized features and environments which are of particular interest to the customer.

18. A computer readable medium as recited in claim 16, further comprising the steps of:

storing a plurality of product specifications related to producing the products in a variety of configurations which are of varying interest to different potential customers who may purchase the product;

linking at least one of the customer answers with a product specification which is of particular interest to the customer; and

generating, for inclusion in the proposal, one or more individualized pages comprising the product specification which is of particular interest to the customer.

19. A computer readable medium as recited in claim 16, further comprising the steps of:

storing a plurality of performance specifications related to the performance of the products in a variety of configurations which are of varying interest to different potential customers who may purchase the product;

linking at least one of the customer answers with a performance specification which is of particular interest to the customer; and

generating, for inclusion in the proposal, one or more individualized pages comprising the performance specification which is of particular interest to the customer.

20. A computer readable medium as recited in claim 16, further comprising the steps of:

presenting a series of predetermined queries related to financing a product of interest to different potential customers who may purchase the product;

receiving individualized answers to the predetermined queries, the individualized answers relating to financing a product configuration of particular interest to the customer; and

generating, for inclusion in the proposal, one or more individualized pages comprising the financing information related to the product configuration which is of particular interest to the customer.

21. A computer assisted method of generating a customized proposal for selling a ware offered for sale to a customer, the method comprising the steps of:

presenting to a user of the computer a plurality of questions relating to features and uses of the ware offered for sale;

inputting into the computer a plurality of customer answers to the questions, the answers specifying desired features and uses of the ware offered for sale by the customer;

storing in the computer ware-related pictures, ware-related environment pictures and text segments;

selecting a particular ware-related picture in response to at least one of the customer answers;

selecting a particular ware-related environment picture in response to at least one of the customer answers;

selecting a particular text segment in response to at least one of the customer answers; and

generating a customized proposal for the customer using the particular ware-related picture, the particular ware-related environment picture and the particular text segment.