Quotation management process

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  • By a prospect via a public page on your website;
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  • By an internal collaborator, directly on the platform of the process;
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The first stage is to upload the quotation on the platforme. It is automatically sent to the prospect for his approval.

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The prospect can, via a public page accept or refuse the quotation.

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  • In case of approval, there is only the archivage left.
  • \n
  • 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.
"}'>The quotation management process


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  • By a prospect via a public page on your website;
  • \n
  • By an internal collaborator, directly on the platform of the process;
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The first stage is to upload the quotation on the platforme. It is automatically sent to the prospect for his approval.

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The prospect can, via a public page accept or refuse the quotation.

\n
  • In case of approval, there is only the archivage left.
  • \n
  • 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.
"}'>The process starts by the creation of a new quotation request. 

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  • By a prospect via a public page on your website;
  • \n
  • By an internal collaborator, directly on the platform of the process;
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The first stage is to upload the quotation on the platforme. It is automatically sent to the prospect for his approval.

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The prospect can, via a public page accept or refuse the quotation.

\n
  • In case of approval, there is only the archivage left.
  • \n
  • 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.
"}'>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;
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  • By a prospect via a public page on your website;
  • \n
  • By an internal collaborator, directly on the platform of the process;
\n

The first stage is to upload the quotation on the platforme. It is automatically sent to the prospect for his approval.

\n

The prospect can, via a public page accept or refuse the quotation.

\n
  • In case of approval, there is only the archivage left.
  • \n
  • 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.
"}'>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.

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

The first stage is to upload the quotation on the platforme. It is automatically sent to the prospect for his approval.

\n

The prospect can, via a public page accept or refuse the quotation.

\n
  • In case of approval, there is only the archivage left.
  • \n
  • 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.
"}'>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.