IP Library Granted Patent US 11,017,446
Granted Patent B2
US 11,017,446 · App. 16/409,482 · Granted May 25, 2021

System and method for automated preparation of quotes and proposals

Inventors: Kent McNall (Woodinville, WA); Samuel G. Demulling (Snohomish, WA)
Assignee: CONNECTWISE, LLC
G06Q30/0611G06Q30/06H04L67/02
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Quick Facts
Patent No.
US 11,017,446
App. No.
16/409,482
Granted
May 25, 2021
Kind
B2
Abstract

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

Claims (40)

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;

identify at least a portion of a Deep Web network address corresponding to a proposal generated based at least in part on the items selected via the user interface, wherein the Deep Web network address is not indexed by search engines; and

cause display of an indication of the Deep Web network address corresponding to the proposal including one or more of the selected items for viewing at the Deep Web network address.

2. The system for providing automated quotes and proposals of claim 1 , wherein the proposal engine is further configured to provide an item selection interface for receiving the selections of items from the user.

3. The system for providing automated quotes and proposals of claim 1 , wherein the proposal engine is configured to run on the at least one server computer.

4. The system for providing automated quotes and proposals of claim 3 , wherein the proposal engine is further configured to transmit the Deep Web network address to the client software application.

5. The system for providing automated quotes and proposals of claim 3 , wherein the proposal engine is further configured to cooperate with an email client to transmit the Deep Web network address to the client computer or to a customer computer.

6. The system for providing automated quotes and proposals of claim 1 , wherein the client software application includes the proposal engine.

7. The system for providing automated quotes and proposals of claim 6 , wherein the client software application is configured to transmit at least a portion of the Deep Web network address to the at least one server computer.

8. The system for providing automated quotes and proposals of claim 1 , wherein the client software application includes a web browser; and

wherein the proposal engine is configured to run on the at least one server computer.

9. The system for providing automated quotes and proposals of claim 1 , wherein the proposal engine is further configured to receive at least a portion of a customer communication address, and transmit the Deep Web network address to the customer communication address.

10. The system for providing automated quotes and proposals of claim 1 , wherein the client software application is configured to receive a customer communication address; and

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

11. The system for providing automated quotes and proposals of claim 1 , wherein the client software application is configured to cooperate with an email client to receive a customer communication address; and

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

12. The system for providing automated quotes and proposals of claim 1 , wherein the proposal engine is further configured to generate message content for transmitting the Deep Web network address to a customer communication address.

13. The system for providing automated quotes and proposals of claim 12 , wherein the customer communication address includes an email address or a text message address.

14. The system for providing automated quotes and proposals of claim 1 , wherein the network communication interface of the at least one server is further configured for communication with a customer computer across the communication network; and

wherein the at least one server computer is further configured to display the proposal including the selections of items to the customer computer when the customer computer accesses the Deep Web network address.

15. The system for providing automated quotes and proposals of claim 1 , wherein the proposal engine is further configured to pick a template for displaying the proposal at the Deep Web network address; and

wherein displaying the proposal including the selected items for viewing at the Deep Web network address includes displaying the proposal including the selected items in a format corresponding to the template.

16. The system for providing automated quotes and proposals of claim 1 , wherein the proposal engine is further configured to pick a template for displaying the proposal at the Deep Web network address;

wherein the web server is further configured to determine a display characteristic corresponding to a customer device that accesses the Deep Web network address; and

wherein picking the template includes picking a template appropriate for the display characteristic.

17. The system for providing automated quotes and proposals of claim 1 , wherein the proposal engine is further configured to receive a preferred language of a customer from the client software application; and

wherein the proposal engine is further configured to pick a template for displaying the proposal at the Deep Web network address to correspond to the preferred language of the customer.

18. A method of providing automated quotes and proposals, comprising:

receiving, by a proposal engine executed by one or more processors of a server, via a network communication interface, selections of items from a user via a user interface presented by a client software application running on a client computer;

identifying, by the proposal engine, at least a portion of a Deep Web network address corresponding to a proposal generated based at least in part on the items selected via the user interface, wherein the Deep Web network address is not indexed by search engines; and

providing, by the proposal engine for display, an indication of the Deep Web network address corresponding to the proposal including one or more of the selected items for viewing at the Deep Web network address.

19. The method of claim 18 , comprising:

providing, by the proposal engine, an item selection interface for receiving the selections of items from the user.

20. The method of claim 18 , comprising:

receiving, by the proposal engine, at least a portion of a customer communication address; and

transmitting, by the proposal engine, the Deep Web network address to the customer communication address.

Assignments (2)
SECURITY INTEREST Recorded Oct 5, 2021
From: CONNECTWISE, LLC; DIPPELL & ASSOCIATES, INC.
To: BANK OF AMERICA, N.A.
Reel/Frame 057771/0004 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 27, 2019
From: MCNALL, KENT; DEMULLING, SAMUEL G.
To: CONNECTWISE, LLC
Reel/Frame 050835/0217 →
Continuity (4)
Continuation 14595179 · Jan 12, 2015
Continuation 13104636 · May 10, 2011
Provisional Application 61333171 · May 10, 2010
Related Publication 20200005373A1 · Jan 2, 2020