Quotation management process

Created by Bubblz team

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:

  • By a prospect via a public form on your website;
  • By an internal collaborator, directly within the platform;

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.

  • 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 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 form.

    Gagnez 21 minutes par projet

    Importer ce process gratuitement