Quote variations in the admin panel In this video we cover how sales teams use the admin panel to create quote variations for customers Copy or new variations functions Quote reference number variations
Great News! Its time to start quoting in SalesDriver - Here is a cheat sheet that will walk you through the important things you need to be aware of as you do. Reviewing complex quotes before sending to a customer - Your company has setup "quote ...
Creating bookings that did not come from quotes In this video (4:42) we will cover the following topics- Creating a booking without a quote Choosing a contacts for the booking Trip references Saving the draft building the stops, destinations, yards, ...
Managing Quote on the quote summary page In this video we cover the following topics Assigning sales people to the quote Use filters to search and sort Using quote statuses for tracking purposes Using third party software booking ID's Tracking lost ...
Copy a quote- Sometimes to speed up the quote process it is easiest to simply copy an old quote. In SalesDriver that not only bring in the proper quote details but also recalculates the price based on the current pricing for the days in question. ...