Quotation management process

Created by Bubblz team

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:

  • By a prospect via a public page on your website;
  • By an internal collaborator, directly on the platform of the process;

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.

  • In case of approval, there is only the archivage left.
  • In case of refusal, the quotation is sent back to you with comments. You have to work on it again and to send it to the prospect for his approval.

Pourquoi utiliser ce process ?

  • Make the management of your prospect quotation flow better;
  • Take care of your quotation;
  • Make the client intervention easier in the process via a public page.

    Gagnez 21 minutes par projet

    Importer ce process gratuitement