Design Panel
A Unified Design, Approval, and Customer Collaboration Platform for the Building Materials Industry. Built on the trusted foundation of Salesforce to enable faster decisions, better experience, and complete traceability.
Discover the SolutionThe Problem Design Panel Solves
In the Building Materials industry, customer approvals are often slow, fragmented, and manual—spread across emails, drawings, PDFs, phone calls, and site visits. This leads to rework, delays, misalignment, and lost revenue.
Today’s typical process involves:
- Manual product selection
- Disconnected drawings and layouts
- Multiple PDF versions
- Email-based approvals
- Unclear feedback and comments
- Delayed sign-offs and payment cycles
Create a Construction Project with Visual Context
Enriched with maps and site images, providing immediate visual grounding for all stakeholders. This ensures decisions are made with real-world site awareness.
- Define project location using interactive maps
- Upload site photos and reference images
- Centralize all visual context within the project record
Model Unlimited Construction Units or Areas
Every project is unique—supporting flexible modeling of rooms, floors, and sections without limitations even in large, complex projects.
- Add multiple construction units or areas
- Structure designs per unit without limitations
- Review selections area by area with ease
Intelligent Product Selection
Integrates directly with the Salesforce product catalog to eliminate manual catalogs, outdated price lists, and offline lookups.
- Advanced product search & filtering
- Real-time product availability
- Accurate pricing and configuration
Attach and Manage Drawings Seamlessly
Technical drawings are treated as first-class design assets, creating a single source of truth for both design intent and execution reference.
- Upload architectural or technical drawings
- Associate drawings with specific units or areas
- Keep all versions centralized and accessible
Flexible Page Management
Complete control over design narratives. Presentations are custom-fit to the customer, not constrained by rigid templates.
- Add new pages as needed
- Remove or reorder pages easily
- Organize content to match customer expectations
Generate a Single, Consolidated Design PDF
One professional PDF artifact containing overview, unit-wise selections, and drawings, eliminating multiple document versions.
- Unit-wise selections & product details
- Drawings and images included
- Official design artifact for review and sharing
Customer Review Portal
A dedicated web experience to simplify approvals. Replaces unstructured email threads with clear, auditable decision-making.
- Review selections unit by unit
- Approve or reject individual selections
- Add contextual comments and feedback
Final Approval and Payment Enablement
Once finalized, customers provide consolidated approval and payments can be initiated seamlessly to improve cash flow.
- Provide final consolidated approval
- Payments initiated seamlessly
- Approval milestone recorded and tracked
Automatic Distribution of Final PDF
Final PDF is generated and automatically shared with all stakeholders to eliminate downstream disputes or rework.
- Final, consolidated PDF generated
- Automatically shared with all stakeholders
- Ensures everyone works from the same document
Why Design Panel Stands Out
In Summary: Design Panel transforms the way building materials are designed, selected, approved, and finalized—turning a slow, manual process into a fast, transparent, and customer-centric digital experience. It empowers teams to close deals faster, delight customers, and execute with confidence—all from a single Salesforce-powered platform.
