Corporate & B2B portals

Revamping the Online Ordering Process for Custom Print Products

With a focus on enhancing customer service and simplifying product offerings, Cmsmart transformed the online ordering journey for print services. By introducing a user-centric design, the online catalog now displays a diverse range of customizable print products, including business cards, flyers, and signage. The revamped experience enables seamless service discovery and a frictionless ordering process, empowering customers to easily select and personalize their products. Cmsmart played a vital role in optimizing this workflow, significantly improving the overall user experience and facilitating efficient order management.

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Revamping the Online Ordering Process for Custom Print Products - project preview

The challenge

Context and Challenge

The client provides a wide array of print products, including business cards, promotional materials, and signage. However, their existing online ordering system was cumbersome and lacked clarity. Customers faced difficulties in discovering the available services, navigating through options, and submitting designs for printing. This often resulted in abandoned carts and unsatisfactory user experiences.

Goals

The primary objective was to enhance the client's online presence by streamlining the ordering process and making it easier for customers to find and customize products. The goal was to create an intuitive buying journey that would improve customer satisfaction and ultimately lead to an increase in conversions.

The solution

Solution Overview

Cmsmart restructured the online storefront to enhance discoverability of services and improve the overall ordering experience. We implemented a clear catalog layout that categorizes various print products logically, making it easier for visitors to navigate. We ensured that the design process is straightforward, allowing users to upload their artwork with minimal effort.

Implementation Approach

The implementation involved several high-level phases, beginning with a thorough analysis of the existing system, followed by the re-design of the user interface and experience. This redesign was accompanied by rigorous testing to ensure all functionalities operated smoothly, culminating in a successful launch.

What was built

  • Streamlined online ordering process: The new interface enables customers to easily browse, select, and customize products.
  • Art upload and real-time designing: Customers can upload their designs or use integrated design tools to create their layouts.
  • Clear product categorization: Products are grouped by type, making it easier for users to navigate the catalog efficiently.
  • Enhanced customer flow: The entire purchasing process was simplified to minimize friction during order placement.

How it fits the order workflow

This revamped design aligns with the client's existing order fulfillment process, ensuring a seamless transition from quote generation to artwork approval and finally to production and fulfillment. By facilitating a smoother transition for customers through the stages of design, approval, and order tracking, Cmsmart has effectively transformed the client's online presence.

Outcome

By improving the design and functionality of the online platform, Cmsmart significantly enhanced how services are discovered and ordered. Customers now enjoy a frictionless experience that encourages them to complete their purchases, thereby reducing cart abandonment rates. The structured format not only positions the client as a professional service provider but also empowers customers by allowing them to easily select and personal customizations that meet their needs.

What the workflow covers

  • Faster product discovery

    Clear categorization and a more intuitive catalog experience help customers find the right print product quickly, especially when you offer many similar options.

  • Fewer ordering mistakes

    Standardized steps for selecting options and submitting artwork reduce missing details, incorrect specs, and rework for your team.

  • Smoother artwork collection

    Keeps artwork uploads tied to the correct order so staff aren’t hunting through emails or messages to locate the latest files.

  • Proofing and approvals made simple

    Supports a clear customer approval stage to avoid printing the wrong version and to document confirmation before production.

  • Consistent customer communication

    Auto-sends timely updates and reminders (files needed, proof ready, approval required, shipped) to reduce inbound support questions.

  • Cleaner handoffs to production

    Organizes order details and required assets in a production-friendly way, helping your team move from order to print with fewer delays.

  • Less manual admin work

    Automates routine follow-ups and status changes so staff can focus on design checks, quality control, and fulfillment.

  • More reliable operations as you scale

    A structured ordering and approval flow makes it easier to handle more orders and more product variations without adding chaos.

Questions about this project

It’s ideal for print and signage businesses that sell customizable products online (e.g., business cards, flyers, banners) and need a cleaner ordering path with file upload, proofing, and clear handoffs to production. For guided setup and monitoring, a Pro plan is recommended.

Yes. It supports an approval step so customers can confirm a proof before production begins, reducing reprints and disputes. If you need multi-step approvals or internal sign-off rules, Pro plan support can help you extend it safely.

Yes. It’s built for a catalog with categories and configurable options (size, paper, finish, quantity), helping customers understand choices and helping your team receive clean order details. Pro plan users can scale this across larger catalogs more easily.

It focuses on simplifying discovery and ordering steps, which typically lowers confusion and helps customers finish purchases. Results depend on your content and offer clarity, but the workflow is designed to remove common friction points. Pro plans add monitoring to catch issues early.

Yes. The flow is designed around collecting artwork files (or designs created in an online designer) and keeping them attached to the correct order so nothing gets lost. If you want stricter file checks and reminders, a Pro plan helps with advanced reliability and oversight.

You can auto-send updates for key moments such as order received, artwork needed, proof ready, approval received, and order shipped. You may need an email/SMS sending service. Pro plan is recommended for dependable delivery and troubleshooting.

Have your product categories, basic product details, file requirements, proofing rules, and standard customer message templates ready. Also confirm who handles design checks and production scheduling. Pro plan onboarding can speed up alignment.

Yes. The workflow is structured to keep order stages clear (new order, waiting for files, proof sent, approved, in production, fulfilled), improving visibility and handoffs. With a Pro plan, you can add richer reporting and alerts.

It can support fulfillment steps such as preparing production-ready information and triggering shipment updates once fulfilled, depending on your tools. If you want deeper shipping label or courier integrations, Pro plan assistance is recommended.

It’s a strong starting template, but most businesses need light tailoring to match their catalog naming, approval rules, and internal workflow. Free users can run it as-is; Pro plan users get priority help for a smoother, more stable rollout.

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