X
share

Filter     Advanced

Menu

Quote system enhancements

Building on the recently introduced CRM system, a wave of enhancements have now been launched. These include the ability to assign Quick quotes to Projects once full details are known, ability for CSRs to assign quotes to Reps when creating on their behalf and the ability for Reps to edit and create new versions of quotes originally created for them by a CSR. An updated CRM system user guide is now available for download.



Email Quote

SEND

Email Project

SEND

Email Search Results

Email Product Quote system enhancements

SEND

Editing a quote moves all the items to the basket. This quote will only be available in the Custom Quotes section.

OK
Cancel