IP Library Granted Patent US 10,290,034
Granted Patent B2
US 10,290,034 · App. 14/595,179 · Granted May 14, 2019

System and method for automated preparation of quotes and proposals

Inventors: Kent S McNall (Woodinville, WA); Samuel G. Demulling (Snohomish, WA)
Assignee: Connectwise, LLC
G06Q30/0611G06Q30/06H04L67/02
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Quick Facts
Patent No.
US 10,290,034
App. No.
14/595,179
Granted
May 14, 2019
Kind
B2
Abstract

A system includes a proposal engine configured to present quotes and/or proposals to customers at a network site.

Claims (46)

1. A system for providing automated quotes and proposals, comprising:

at least one server computer including a network communication interface configured for communication with other computers including a client computer across a communication network;

a web server operatively coupled to the at least one server computer and configured to interface with a client software application running on the client computer;

a proposal engine operatively coupled to the web server and the client software application, or included in the client software application, configured to cooperate with the client software application to:

receive selections of items from a user via a user interface;

automatically generate a proposal based on the items selected by the user via the user interface;

automatically generate, in response to generation of the proposal based on the items selected by the user via the user interface, a Deep Web network address corresponding to the proposal, wherein the Deep Web network address is not indexed by search engines; and

cause display of the proposal for viewing via the Deep Web network address.

2. The system of claim 1 , wherein the proposal engine is further configured to cause display of the proposal without requiring a log in.

3. The system of claim 1 , further comprising:

a database server operatively coupled to the proposal engine and the web server, wherein the database server is configured to store one or more records including at least a portion of the Deep Web network address.

4. The system of claim 1 , wherein the proposal engine is further configured to run on the at least one server computer.

5. The system of claim 4 , wherein the proposal engine is further configured to transmit, via an email client, the Deep Web network address to the client computer or to a customer computer.

6. The system of claim 1 , wherein the client software application includes the proposal engine.

7. The system of claim 1 , wherein the system is further configured to:

receive, from the user, an indication to select or de-select at least one of the items associated with the proposal via the Deep Web network address; and

dynamically update the proposal in response to the selection or de-selection of the at least one of the items by the user.

8. The system of claim 1 , wherein at least a portion of the Deep Web network address is randomly generated.

9. A method for providing a quote or proposal, comprising:

receiving, at a proposal engine, a selection of items by a user via a user interface;

automatically generating a proposal based on the items selected by the user via the user interface;

automatically generating, for display of the proposal generated based on the items selected by the user via the user interface, a Deep Web network address corresponding to the proposal, wherein the Deep Web network address is not indexed by search engines; and

causing a display of the proposal via the Deep Web network address.

10. The method of claim 9 , wherein at least a portion of the Deep Web network address is randomly generated.

11. The method of claim 9 , further comprising:

receiving or looking up at least a portion of a customer communication address; and

transmitting the Deep Web network address to the customer communication address.

12. The method of claim 9 , further comprising:

providing the proposal for display via the Deep Web network address.

13. The method of claim 9 , further comprising:

storing one or more records including the Deep Web network address and the proposal in a database.

14. The method of claim 9 , further comprising:

storing the Deep Web network address, the selected items and a template in a database.

15. The method of claim 9 , wherein the Deep Web network address includes a plurality of Deep Web network addresses.

16. The method of claim 15 , further comprising:

causing a display of different selections of items using respective different templates at each of the plurality of Deep Web network addresses.

17. The method of claim 9 , further comprising:

receive, from the user, an indication to select or de-select at least one of the items associated with the proposal via the Deep Web network address; and

dynamically update the proposal in response to the selection or de-selection of the at least one of the items by the user.

18. A non-transitory computer readable storage medium carrying computer-executable instructions, configured to cause a computer, when installed therein, to carry out steps of:

receiving, at a proposal engine, a selection of items by a user via a user interface;

automatically generating a proposal based on the items selected by the user;

automatically providing a Deep Web network address to display the proposal generated based on the items selected by the user via the user interface, wherein the Deep Web network address is not indexed by search engines; and

causing a display of the proposal via the Deep Web network address.

19. The non-transitory storage medium according to claim 18 , wherein the computer comprises a server.

20. The non-transitory storage medium according to claim 19 , wherein the computer comprises a web server.

Assignments (6)
RELEASE OF SECURITY INTEREST Recorded Oct 6, 2021
From: OWL ROCK CAPITAL CORPORATION
To: CONNECTWISE, LLC; CONTINUUM MANAGED SERVICES HOLDCO, LLC
Reel/Frame 057718/0617 →
SECURITY INTEREST Recorded Oct 5, 2021
From: CONNECTWISE, LLC; DIPPELL & ASSOCIATES, INC.
To: BANK OF AMERICA, N.A.
Reel/Frame 057771/0004 →
SECURITY INTEREST Recorded Mar 5, 2019
From: CONNECTWISE, LLC
To: OWL ROCK CAPITAL CORPORATION, AS COLLATERAL AGENT
Reel/Frame 048509/0936 →
CERTIFICATE OF CONVERSION Recorded Feb 26, 2019
From: CONNECTWISE, INC.
To: CONNECTWISE, LLC
Reel/Frame 048447/0076 →
MERGER Recorded Apr 12, 2018
From: QUOSAL, LLC
To: CONNECTWISE, INC.
Reel/Frame 045521/0897 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 18, 2015
From: MCNALL, KENT S.; DEMULLING, SAMUEL G.
To: QUOSAL, LLC.
Reel/Frame 035223/0678 →
Continuity (3)
Continuation 13104636 · May 10, 2011
Provisional Application 61333171 · May 10, 2010
Related Publication 20150227997A1 · Aug 13, 2015