To help your sales team enjoy an efficient quotation process we have various ways of adding products to a Quote record, hopefully one of these will be relevant to your business' processes. To ensure you're aware of all available options, we have summarised these within this article & provided a link to their corresponding article.
The fastest way of adding products to your Quote record is to use the in-line quick search. Adding products using the quick search is useful when a user needs to add just one or two products & they know the product's description or product reference. For more information on this method please take a look at the Adding Products to Quote Using Quick Search article.
Multi-order Line Entry
Multi-order Line entry allows users to add multiple products to a Quote in one go, particularly helpful if you're dealing with a large order. For more information on this method please take a look at the Adding Products to Quote using Multi-order Line Entry article.
Recent Purchase History
Quite often your customers may wish to purchase particular products that they have recently purchased from you beforehand. To help you find these products efficiently & add them to your Quote, we have the Recently Purchased Search. This search can also be helpful when trying to Upsell to the customer by checking if they required anymore of the previously purchased product. For more information on this method please take a look at the Adding Products to a Quote from Recent Purchase History article.
Importing products from a CSV/Excel file can dramatically reduce re-keying for your sales team when creating Quotes or orders for customers. If your customers provide lists of the products required & their desired quantity & better yet in a CSV/Excel format, then this option will be extremely helpful when creating Quotes. For more information on this method please take a look at the Importing Products to a Quote from a CSV/Excel File article.
Copying Quote Lines
Copying quote lines/products can be helpful when a customer would like to re-order the same products or if you need to sell a similar group of products to a different customer. For more information on this method please take a look at the Copying Quote Lines article.
Sometimes you can find yourself creating a Quote containing the same Quote lines for multiple Contact records within the CRM. Instead of completing the entire Quote process from the beginning, you can use the 'Based On' functionality. For more information on this method please take a look at the Template Quotes article.