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Quote-to-Order Workflow
Quote-to-Order Workflow
Take more orders more quickly by optimising your Quote-to-Order Workflow!
28 articles in this collection
Written by
Isobel Honour
and
Jessica Nash
Taking Card Payments via your Quote-to-Order Workflow
Increase the efficiency of your Quote-to-Order Workflow by allowing customers to pay online by card!
Written by
Jessica Nash
Updated over a week ago
Enable Internal Order Notification Emails
Learn how to enable internal order notification emails, so your team get notified about new orders instantly!
Written by
Jessica Nash
Updated over a week ago
Quote-to-Order Workflow
Make it smooth & effortless for customers to easily accept email quotations online and let customers place their orders while you sleep!
Written by
Jessica Nash
Updated over a week ago
Order Confirmation Popup
Prompt users to confirm important quotation details before sending Quotes/confirming orders with this popup!
Written by
Jessica Nash
Updated over a week ago
Uploading Files to CRM Library
How to upload files such as product brochures, specification documents, Terms & Conditions and more to the CRM Library in Prospect.
Written by
Isobel Honour
Updated over a week ago
Attaching CRM Library Files to Email Templates
Learn how to automatically attach CRM Library files to email templates so you don't have to remember to add them!
Written by
Isobel Honour
Updated over a week ago
Adding Quote-to-Order Authorisation Buttons (Preview)
Learn how to add Quote-to-Order authorisation buttons to your emails - step-by-step!
Written by
Jessica Nash
Updated over a week ago
Selecting Price Tier when Quoting
Using pricing tiers to provide the right price to the right customers or prospects.
Written by
Isobel Honour
Updated over a week ago
Enabling Mandatory Customer Order Reference
If having a customer order reference is important for invoicing/billing purposes, make it mandatory following these steps!
Written by
Isobel Honour
Updated over a week ago
Opportunity, Quote & Sales Order Defined
Understand when to use an Opportunity, Quote or Sales Order and what their main differences are.
Written by
Isobel Honour
Updated over a week ago
Different Upsell Manager Links Explained
Get to know the different Upsell Manager Link options available within Prospect and examples for when to use them.
Written by
Isobel Honour
Updated over a week ago
Configuring Attachments for Email Templates
Set Word/PDF document templates to automatically attach when email templates are used to save time.
Written by
Isobel Honour
Updated over a week ago
Add Upsell Options
Increase average order values by configuring Upsell Options on your Products including Upgrade, Must Sell & Recommended items!
Written by
Jessica Nash
Updated over a week ago
Apply Company Branding (Customer Portal)
Change the Customer Portal from the default ProspectSoft branding to your own!
Written by
Jessica Nash
Updated over a week ago
Using Upsell Manager Links when Quoting
Learn how to add products to your Quote using the Upsell Manager Links.
Written by
Isobel Honour
Updated over a week ago
Allow Editable Descriptions, Prices & Discounts on Quotes
We'll show you how to enable editing of certain fields on the line of a Quote.
Written by
Isobel Honour
Updated over a week ago
Enabling Product Images for Word & Email Quote Tables
Bring your products to life by adding product images from your Inventory Management/Accounting system to quotes!
Written by
Isobel Honour
Updated over a week ago
CRM Product Creation
Learn how to create products in your Inventory Management or Accounting System at the point of Order Confirmation.
Written by
Isobel Honour
Updated over a week ago
Pinning your most-used Document Templates
Quickly generate frequently used Word documents or emails by pinning them to the drop-down menu.
Written by
Isobel Honour
Updated over a week ago
Importing Products to a Quote from a CSV/Excel File
Reduce rekeying and speed up the quote creation process by importing products to a Quote from a CSV or Excel file!
Written by
Isobel Honour
Updated over a week ago
Configuring your Equipment Types
Log details of products that your customers have on lease or under a service contract following these steps.
Written by
Isobel Honour
Updated over a week ago
Different Ways of Adding Products to a Quote
Various ways to add products to your Quote quickly, easily & efficiently.
Written by
Isobel Honour
Updated over a week ago
Template Quotes
Make quote creation simple by using Template Quotes to create new quotations within Prospect!
Written by
Isobel Honour
Updated over a week ago
Configuring your Product Packs
Sell products in volume and distribute them in packs, boxes or pallets? Learn how to configure Product Packs in Prospect now!
Written by
Isobel Honour
Updated over a week ago
Using Product Packs when Quoting
Once you've configured your Product Packs, start using them when quoting your customers & prospects!
Written by
Isobel Honour
Updated over a week ago
Set up Manual or Automatic Delivery Charges
Learn how to configure manual or automatic delivery charges within Prospect CRM.
Written by
Isobel Honour
Updated over a week ago
Delivery Charge Popup Window
Determine when the Delivery Charge pop-up window appears to your CRM users.
Written by
Isobel Honour
Updated over a week ago
Configuring your Order Confirmation Email
Find out how to configure an Order Confirmation Email to be sent automatically when a Sales Order or Quote is confirmed.
Written by
Isobel Honour
Updated over a week ago