Quotes

The Quotes section allows Sellers to create, send, and manage quotes for the end customers with a few easy steps.

With the Quotes function, the Seller can quote potential deals very quickly and easily to the customer. With this function, the Seller will make sure that the deal is closed with the best proposal to the customer within the given time frame, send comments to the customer to adjust the proposal or order amount as well as manage Quotes in one place.

After creating a proposal for a customer, Seller can easily track and manage them directly in the Platform under the Quotes section.

Upon the Seller sends a quote - the customer receives an email with a quote and manage it directly by simply clicking a link to approve, refuse, or leave a comment for suggestion. 

The quotes section is accessible in the "Seller view" by Seller Admin and Account Managers.

Seller Admins and Account Managers can also view and manage Quotes in the "Customer view" for specific customers.

To have an overview of created quotes In the "Seller view" or in the "Customer view" select the section Quotes:

1. Slide the button to the left or right to Show Inactive or Active quotes;

2. Last activity: Date when the last changes were made to the Quote;

3. Quote name: Name of the quote, you either have a customized name for the quote or leave the name as the system generates it for you;

4. Customer: customer, to which a Quote was made for; 

5. Amount: price of the quote

6. Days to accept: Days left until the customer needs to accept the Quote, you may choose between  7, 14, or 28 days;

7. Status: You will see the different statuses for Quotes;

For more details on how to edit a quote - How to edit a Quote?