ProspectSoft

Increase the efficiency of your Quote-to-Order Workflow by allowing customers to pay online by card!

Taking Card Payments via your Quote-to-Order Workflow

Learn how to enable internal order notification emails, so your team get notified about new orders instantly!

Enable Internal Order Notification Emails

Make it smooth & effortless for customers to easily accept email quotations online  and let customers place their orders while you sleep!

Quote-to-Order Workflow

Prompt users to confirm important quotation details before sending Quotes/confirming orders with this popup!

Order Confirmation Popup

How to upload files such as product brochures, specification documents, Terms & Conditions and more to the CRM Library in Prospect.

Uploading Files to CRM Library

Learn how to automatically attach CRM Library files to email templates so you don't have to remember to add them!

Attaching CRM Library Files to Email Templates

Learn how to add Quote-to-Order Workflow buttons to your emails - step-by-step!

Adding Quote-to-Order Workflow Buttons

Using pricing tiers to provide the right price to the right customers or prospects.

Selecting Price Tier when Quoting

If having a customer order reference is important for invoicing/billing purposes, make it mandatory following these steps!

Enabling Mandatory Customer Order Reference

Understand when to use an Opportunity, Quote or Sales Order and what their main differences are.

Opportunity, Quote & Sales Order Defined

Get to know the different Upsell Manager Link options available within Prospect and examples for when to use them.

Different Upsell Manager Links Explained

Set Word/PDF document templates to automatically attach when email templates are used to save time.

Configuring Attachments for Email Templates

Increase average order values by configuring Upsell Options on your Products including Upgrade, Must Sell & Recommended items!

Add Upsell Options

Change the Customer Portal from the default ProspectSoft branding to your own!

Apply Company Branding (Customer Portal)

Learn how to add products to your Quote using the Upsell Manager Links.

Using Upsell Manager Links when Quoting

We'll show you how to enable editing of certain fields on the line of a Quote.

Allow Editable Descriptions, Prices & Discounts on Quotes

Bring your products to life by adding product images from your Inventory Management/Accounting system to quotes!

Enabling Product Images for Word & Email Quote Tables

Learn how to create products in your Inventory Management or Accounting System at the point of Order Confirmation.

CRM Product Creation

Quickly generate frequently used Word documents or emails by pinning them to the drop-down menu.

Pinning your most-used Document Templates

Reduce rekeying and speed up the quote creation process by importing products to a Quote from a CSV or Excel file!

Importing Products to a Quote from a CSV/Excel File

Log details of products that your customers have on lease or under a service contract following these steps.

Configuring your Equipment Types

Various ways to add products to your Quote quickly, easily & efficiently.

Different Ways of Adding Products to a Quote

Make quote creation simple by using Template Quotes to create new quotations within Prospect!

Template Quotes

Sell products in volume and distribute them in packs, boxes or pallets? Learn how to configure Product Packs in Prospect now!

Configuring your Product Packs

Once you've configured your Product Packs, start using them when quoting your customers & prospects!

Using Product Packs when Quoting

Learn how to configure manual or automatic delivery charges within Prospect CRM.

Set up Manual or Automatic Delivery Charges

Determine when the Delivery Charge pop-up window appears to your CRM users.

Delivery Charge Popup Window

Find out how to configure an Order Confirmation Email to be sent automatically when a Sales Order or Quote is confirmed.