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.
28 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!
Uploading Files to CRM LibraryHow to upload files such as product brochures, specification documents, Terms & Conditions and more to the CRM Library.
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.