Customize your system to fit the unique needs of your company.
Follow up Level: Determine whether a customer requires a low or high level of follow up. A high level of follow-up will be seen in the Follow UP On Quotes bin until an order is placed.
Assign Quotes: You can choose to manually assign quotes or sales associates can be responsible for locating their own quotes from the main bin of quotes.
Custom Deposit/Pricing Buttons: This alows you to use the deposit/pricing buttons on the Rate Current Quotes screen or input your own custom deposit/pricing amounts.
Auto Response: Send out your auto response email as soon as a quote is received. Let your clients know that a quote was received and you will assist them soon.
Email: Customize your automated emails. Send automated emails for quote and order follow up or confirmation, payment information, and dispatch updates.