US 11,893,616 B2
System and method for automated preparation of quotes and proposals
Kent McNall, Woodinville, WA (US); and Samuel G. Demulling, Snohomish, WA (US)
Assigned to ConnectWise, LLC, Tampa, FL (US)
Filed by ConnectWise, LLC, Tampa, FL (US)
Filed on Feb. 27, 2023, as Appl. No. 18/174,779.
Application 18/174,779 is a continuation of application No. 17/327,909, filed on May 24, 2021, granted, now 11,593,853.
Application 17/327,909 is a continuation of application No. 16/409,482, filed on May 10, 2019, granted, now 11,017,446, issued on May 25, 2021.
Application 16/409,482 is a continuation of application No. 14/595,179, filed on Jan. 12, 2015, granted, now 10,290,034, issued on May 14, 2019.
Application 14/595,179 is a continuation of application No. 13/104,636, filed on May 10, 2011, granted, now 8,935,179, issued on Jan. 13, 2015.
Claims priority of provisional application 61/333,171, filed on May 10, 2010.
Prior Publication US 2023/0394544 A1, Dec. 7, 2023
Int. Cl. G06Q 30/00 (2023.01); G06Q 30/0601 (2023.01); G06Q 30/06 (2023.01); H04L 67/02 (2022.01)
CPC G06Q 30/0611 (2013.01) [G06Q 30/06 (2013.01); H04L 67/02 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A method for preparing an automated quote or proposal, comprising:
receiving, from a user via a user interface into a client software application, a selection of items for a proposal to a customer;
transmitting, from the client software application via a network interface to a server, the selection of items, wherein the proposal including the selection of items will be subsequently viewable at a Deep Web network address not indexed by search engines; and
causing the Deep Web network address to be provided to or made accessible to a customer computer for subsequent viewing.