The quotation process allows you to manage easily the quotation requests of your clients and/or external collaborators. Save time thanks to the automation of the mail sending and the creation of public page. Let your interlocutor chose whether to accept or refuse the quotation in a flash.
The quotation process
The process starts by the creation of a new quotation request. It can be done through two ways:
The first stage is to upload the quotation on the platform. It is automatically sent to the prospect for his approval.
The prospect can, via a public page accept or refuse the quotation.