The quotation management process allows you to manage easily the quotation requests of your clients and/or external collaborators. Save time thanks to the sending mail automation and the creation of public forms. Let your interlocutor chose whether to accept or refuse the quotation with one clic.
The quotation management process
The process starts by the creation of a new quotation request.
It can be done through two ways:
The first step is to upload the quotation within the platform. Your second step is to send the quote by an public form to your prospect and he will answer his approval.
Therefore, The prospect can accept or refuse the quotation.