The quoting process is a crucial step in the Science Exchange funnel. The goal was to design make this time-consuming, and potentially complex step as simple as possible. We came up with a design that guides the users through the form via a dynamic tooltip helper that contains both field level instructions as well as optional features for line items.
Default form with autocomplete dropdown and tooltip hint on focus.
Tooltip changes on focus to different field and exposes additional actions if available.
Form field options change depending on the progress of the form. Other information such as the line total and billing instruction updates when informations are filled out.