Fast Quote or Opportunity?
Choose between a direct quote and a sales pipeline.
Resources
Simple guides for quoting and managing sales.
Choose the sales process, products, quote format and next step that fit the sale.
Choose the guide that matches the sale
Quote vs Estimate
Know when to call it a quote or an estimate.
How to quote freight while the customer waits
Give the customer the delivered price while they wait.
Simple quote or full proposal?
Use the right quote format for the job.
How to use quote templates for repeat sales
Start with the products and settings you use often, then change the quote for the customer.
How product variations affect quoting
Know the difference between a variation and a configured product.
What are Virtual Products?
Sell one stock item under several names customers know.
How to take deposits from Quotes
Keep approval, deposit, order, invoice and payment linked.
How to quote over the phone
Quote the price and freight while the customer is on the phone.
Why a Quote shouldn't end at the PDF
Move the accepted quote into the order and work without typing it again.
From the first price request to the work that follows
Good quoting is more than making a document. Use the sales process the sale needs, show the customer a clear offer and carry the accepted details into the work without typing them again.
For quick, simple sales
Find the customer, apply the right price, add delivery and move directly to approval, payment and order.
For sales that develop over time
Keep the people, conversations, options, quotes and next actions together until the customer is ready to go ahead.
Build a quoting process that fits the way you sell
Start with what the customer needs, use the right quote and carry the accepted sale into the work that follows.
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