Quote-to-Order Workflow

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 Jess Heald
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 Jess Heald
Updated over a week ago

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

Written by Jess Heald
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 Jess Heald
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 Jess Heald
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 Jess Heald
Updated over a week ago

Apply Company Branding (Customer Portal)

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

Written by Jess Heald
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