Please note: this feature is in Preview at the moment, which means we're still making a few tweaks here and there to make it even better. It also means that while all customers can benefit from the Quote-to-Order Workflow right now, when it's out of Preview it may be restricted to certain subscriptions.

Why define a Quote-to-Order Workflow?

A Quote-to-Order Workflow helps you create a repeatable, scalable and profitable sales motion that helps you grow your business, deliver a great customer experience and makes staff happier and more productive.

An optimal Quote-to-Order Workflow is essential for three key reasons:

  1. Allows you to define, implement & test a repeatable process that works

  2. Gets everyone working in the same way, with enforced consistency & success

  3. Admin tasks are more efficient, helping you reduce overhead costs (& errors) per order


So - we’re super excited to have created the first version of a whole new Quote-to-Order Workflow solution. This update runs alongside the creation of a new Customer Portal which will, over time, support more features and workflows (not just Quote-to-Order Workflows).

Between these new workflows and the Customer Portal, you'll be able to significantly improve the customer experience (CX) you offer, whilst also speed up your sales process by significantly reducing the time and effort it takes to get an order, and at the same time increase the accuracy and reliability of data you capture.

In our first release (v73), you can add "Authorisation Buttons" at the top of an email quotation template. This will add two buttons to the quotation email for "Approve" and "Reject". These buttons take the user to the new Customer Portal to action that stage of the Quote-to-Order Workflow.

Both the new Customer Portal and the new workflow are in Preview, so will see further significant updates and changes in the coming releases.

So far, you can expect to see:

  • Authorisation buttons, enabling your customers to approve or reject orders

  • A Branding system to allow you to apply your own branding themes to the Customer Portal

  • Ability to apply optional business rules that require a Purchase Order Reference to be supplied

  • Advanced options to allow your larger customers to set spend limits for their employees and have any over-spend routed to a supervisor to further authorise

We also have a whole load of exciting ideas we're considering for the future, including:

  • Credit card payments at the point of confirming the quotation

  • Delivery charge options for the customer (you can already use all the standard delivery options within the Quote-to-Order Workflow, but we think it might be important to offer customers options for same-day, next-day or different couriers etc.)

  • Preview of the full quotation details (this is already in the email that contained the "Approve"/"Reject" buttons, but might be nice in the Customer Portal too)

  • Automated quotation chasing emails

  • Other action to take or notifications for the Sales team if the quotation isn't confirmed by a given date

...and loads more!

Want to learn more about optimising your Quote-to-Order Workflow? We have a whole page dedicated to it here!

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