Quote-to-Order Workflow
Discover how CRM can help you increase your quote-to-order workflow productivity, and explore the capabilities of our quoting functions.
By Arthur and 2 others3 authors28 articles
- Taking Card Payments via your Quote-to-Order WorkflowIncrease the efficiency of your Quote-to-Order Workflow by allowing customers to pay online by card!
- Enable Internal Order Notification EmailsLearn how to enable internal order notification emails, so your team get notified about new orders instantly!
- Quote-to-Order WorkflowMake it smooth & effortless for customers to easily accept email quotations online and let customers place their orders while you sleep!
- Order Confirmation PopupPrompt users to confirm important quotation details before sending Quotes/confirming orders with this popup!
- Attaching CRM Library Files to Email TemplatesLearn how to automatically attach CRM Library files to email templates so you don't have to remember to add them!
- Adding Quote-to-Order Workflow ButtonsLearn how to add Quote-to-Order Workflow buttons (Authorisation Buttons) to your emails - step-by-step!
- Selecting Price Tier when QuotingUsing pricing tiers to provide the right price to the right customers or prospects.
- Enabling Mandatory Customer Order ReferenceIf having a customer order reference is important for invoicing/billing purposes, make it mandatory following these steps!
- Opportunity, Quote & Sales Order DefinedUnderstand when to use an Opportunity, Quote or Sales Order and what their main differences are.
- Different Upsell Manager Links ExplainedGet to know the different Upsell Manager Link options available within the CRM and examples for when to use them.
- Configuring Attachments for Email TemplatesSet Word/PDF document templates to automatically attach when email templates are used to save time.
- Add Upsell OptionsIncrease average order values by configuring Upsell Options on your Products including Upgrade, Must Sell & Recommended items!
- Apply Company Branding (Customer Portal)Change the Customer Portal from the default CRM branding to your own!
- Using Upsell Manager Links when QuotingLearn how to add products to your Quote using the Upsell Manager Links.
- Allow Editable Descriptions, Prices & Discounts on QuotesWe'll show you how to enable editing of certain fields on the line of a Quote.
- Enabling Product Images for Word & Email Quote TablesBring your products to life by adding product images from your Inventory Management/Accounting system to quotes!
- CRM Product CreationLearn how to create products in your Inventory Management or Accounting System at the point of Order Confirmation.
- Pinning your most-used Document TemplatesQuickly generate frequently used Word documents or emails by pinning them to the drop-down menu.
- Importing Products to a Quote from a CSV/Excel FileReduce rekeying and speed up the quote creation process by importing products to a Quote from a CSV or Excel file!
- Configuring your Equipment TypesLog details of products that your customers have on lease or under a service contract following these steps.
- Different Ways of Adding Products to a QuoteVarious ways to add products to your Quote quickly, easily & efficiently.
- Template QuotesMake quote creation simple by using Template Quotes to create new quotations within the CRM!
- Configuring your Product PacksSell products in volume and distribute them in packs, boxes or pallets? Learn how to configure Product Packs in your CRM now!
- Using Product Packs when QuotingOnce you've configured your Product Packs, start using them when quoting your customers & prospects!
- Set up Manual or Automatic Delivery ChargesLearn how to configure manual or automatic delivery charges within the CRM.
- Delivery Charge Popup WindowDetermine when the Delivery Charge pop-up window appears to your CRM users.
- Configuring your Order Confirmation EmailFind out how to configure an Order Confirmation Email to be sent automatically when a Sales Order or Quote is confirmed.
- Order is in Processing StatusThis article give you information on what the processing status means and what can be done to progress an order if it takes too long.