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Product Suggestions
Status Good idea awaiting more votes
Created by Andrew Ardron
Created on Apr 17, 2018

Price List / Quick Quote feature to quickly emphasise our differentiation

Rather than having to do a full quote, have a "quick quote" button on division or contact or lead.

I think this is a good suggestion (originally from PEB) just as an "instant" way to demonstrate our integration without having to get into formal quoting etc. But I also think a lot of users actually would use this too - I think lots want to be able to just quickly look up a price without having to record a formal quote.

The basic idea is this: press "quick quote" and then in memory (on screen but not creating a quote record in database) allows you to find products, and give a verbal quote (by entering qty, but again just in memory not in a quote), This would effectivey be like a MLOE screen with a search, paginated list of products, and assuming the user doesnt enter a qty, show the price based on qty of 1. Allow the user to change the qty to get a different price if required.

And, as an (optional or phase II) final, finishing touch ... having done this quick verbal price i might want to say to the customer "do you want one of those?" and if so be able to click a "create a quote/order" button that takes everything you have done in memory and sends it to an actual quote and loads the quote window

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    Dec 9, 2020

    NPS feedback from a customer was to have a quick quote button on a customer record tobe able to search for a product and give them the price to them. At the moment they have to create a quote to do this.