Converting a Quote to a booking Overview This module walks through how to convert a quote into a finalized booking within OpsDriver. Quotes may originate from your internal sales team or from the web quote widget on your company’s website. 1. When to ...
Creating bookings that did not come from quotes Overview This module explains how to create a new booking directly—without starting from a quote—in OpsDriver. This approach is useful when you already have confirmed trip details or are booking on ...
Great News! Its time to start taking bookings in OpsDriver- Here is a cheat sheet that will walk you through the important things you need to be aware of as you do. Converting Quotes to Bookings- Converting quotes to bookings is fast, easy, and ...
Managing Quote on the quote summary page Overview This module explains how to use the Quote Grid to organize, track, and update quotes in OpsDriver. The Quote Grid helps sales teams stay on top of leads, assign follow-up tasks, and monitor progress ...
Using Options in Quotes Overview This module explains how to create multiple vehicle or pricing scenarios—called Options—within a single quote. This allows customers to compare choices (e.g., different vehicle types) without requiring you to create ...