Provide quotes on configured items in customer shopping carts, save quote history in associated accounts.

Key Feature Attributes:

  • View quotes online through secure web portal
  • Download or email quotes from a shopping cart for purchase authorization
  • Quotes are stored & tracked in CRM
  • Use CRM analytics to gather business insights

See this feature in action

Give access to quotes & status
Give access to quotes & status
Quotes can contain any related information from CRM
Quotes can contain any related information from CRM
All data is stored directly in CRM
All data is stored directly in CRM