We are excited to announce the release of our new Quoting feature. This feature enables resellers to create, manage, and send quotes directly within our platform. This functionality will streamline the quotation process, allowing users to efficiently communicate pricing and product details to their customers.
Key considerations include:
- Vendor Agnostic: The feature is designed to work independently of specific vendors, ensuring broad applicability across various offerings.
- Reseller-Only: This functionality is exclusive to resellers, aligning with their unique business needs.
- Notification Integration: email notifications ensure all stakeholders are promptly informed of quote status updates and actions, such as submissions, acceptances, or rejections.
With this feature, resellers can:
- Generate professional, accurate, and personalized quotes using a step-by-step Quote Generator.
- Provide customers with multiple pricing and product scenarios to facilitate informed decision-making.
- Enhance customer relationships by simplifying the purchasing process through clear and actionable quotes.
Please press here to access the Quoting lesson on the Platform Essentials Certification training.
Please find attached the related documentation.