Corporate & B2B portals

Enhanced Ordering Experience for Custom Print Products and Services

The client specializes in providing a range of customizable printed products, including business cards, flyers, posters, and signage. Their focus is on facilitating an efficient customer journey that allows users to easily upload designs, configure products, and place orders. Cmsmart played a pivotal role in enhancing their online presence and ordering workflow. By streamlining service categories, simplifying the design submission process, and automating various steps, Cmsmart significantly improved the way customers interact with the platform, leading to a more intuitive and satisfying shopping experience.

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Enhanced Ordering Experience for Custom Print Products and Services - project preview

The challenge

Context and Challenge

The client operates in the competitive online printing sector, offering a wide variety of customizable products such as business cards, flyers, posters, and signage. With growing market demands, they faced challenges in providing a seamless and efficient ordering experience that met customers' needs for quick and easy service access.

Goals

The primary objective was to enhance the user experience on the client's online platform, ensuring that customers could discover services effortlessly, configure products to their liking, and submit designs for printing without unnecessary obstacles.

The solution

Solution Overview

In cooperation with Cmsmart, the client's website underwent significant improvements aimed at enhancing the overall customer experience. The solutions implemented focused on optimizing the online ordering process, ensuring that users could navigate the service offerings with ease and simplicity.

Implementation Approach

Working in phases, Cmsmart focused first on analyzing the current ordering workflow to identify pain points. This was followed by the implementation of a more user-friendly interface that simplified product selection and ordering. Enhancements in artwork submission and product categories were crucial steps in ensuring a frictionless experience.

What was built

  • Online product ordering streamlined for faster customer engagement
  • Enhanced product configuration options to cater to individual design needs
  • Artwork upload features supporting multiple formats to facilitate design submissions
  • Improved online design capabilities allowing users to create and edit designs directly
  • Clearer service categories that help customers easily find their desired products
  • Refined customer journey flow reducing friction in the ordering process

How it fits the order workflow

Customers can now enjoy a streamlined workflow from quote to proofing, artwork submission, production, and fulfillment. Cmsmart's contributions have greatly benefited the client's operational efficiency, allowing them to meet customer demands swiftly and effectively.

Outcome

The collaboration resulted in a more discoverable range of services and products, making it easier for customers to find what they need. The improvements led to an enhanced ordering process that reduced customer effort in selecting options and submitting artwork, ultimately supporting faster turnaround times.

What the workflow covers

  • Smoother product configuration

    Helps customers select quantities, materials, and finishes more easily, reducing confusion and cart abandonment for custom print items.

  • Consistent options across catalog

    Supports keeping print option sets aligned across products and categories so your storefront experience stays predictable as you expand.

  • Cleaner artwork submission

    Improves how artwork files and instructions are collected, making it easier for your team to start proofing without chasing missing details.

  • Faster order-to-production handoff

    Reduces manual coordination by organizing order details and routing them to the right internal step, helping production start sooner.

  • Fewer customer support messages

    Automated confirmations and status updates reduce “Where is my order?” questions and help customers feel confident throughout the process.

  • Better visibility for operators

    Creates a clearer view of what’s next—proof needed, waiting for approval, ready for production—so your team can prioritize correctly.

  • More reliable storefront operations

    Supports stable day-to-day selling by reducing configuration drift and helping you maintain a consistent ordering experience over time.

  • Scales with more products

    As you add new print products and service lines, the workflow helps keep ordering steps repeatable and less dependent on manual checks.

Questions about this project

Not usually. Most teams keep their existing storefront design and connect this workflow to improve ordering steps, customer updates, and internal routing. A paid plan can help adapt it to your theme and catalog.

It reduces friction in product configuration and ordering, keeps option sets consistent, improves artwork intake, and supports smoother handoffs from quote/order to proofing, production, and shipping.

It’s designed for online custom printing and design services selling configurable products like business cards, flyers, posters, and signage—especially stores that handle artwork upload, proofing, and fulfillment.

Yes, you can enable customer updates at key milestones like order received, proof ready, approved, and shipped. Pro plans help ensure deliverability and include monitoring for missed sends.

Yes. You can map product categories (e.g., cards, posters, signage) to the right configuration options and rules. For complex B2B pricing and nested options, Pro support is recommended.

The workflow supports collecting artwork details with the order and organizing them for faster review. You can also add steps for proof notifications and approvals to reduce delays.

Common add-ons include shipping labels, invoicing, and reporting. If you need a specific integration, a paid plan can help tailor the workflow to your existing tools and daily operations.

This workflow is built to help maintain consistency and reduce misconfigurations, but storefront changes and platform updates can still impact display. With a paid plan, you can get priority help to diagnose and stabilize.

Basic setup is typically quick if your catalog is straightforward. If you have many categories, complex option rules, or multiple fulfillment paths, allow additional time for mapping and testing.

You’ll typically provide your product categories, configuration options (quantity, paper, finish, etc.), notification preferences, and your order/proofing process. Pro onboarding can help validate everything end-to-end.

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