Enquiry
Linked to customer.
Customer path from enquiry to payment
An enquiry arrives, the quote goes out the same day across the U.S.
Work is planned in short sprints with a demo at the end of each, so you can change direction early. The first step of a sale is answering an enquiry quickly and correctly. The enquiry from the e-mail is linked to the customer record, items are searched, the customer-specific price and current stock are visible, the quote is sent as PDF and a follow-up reminder is raised if no answer comes.
- English and community languages
- Stripe and CAD
- Roles and audit log
Enquiry to quote
The enquiry is linked to the customer record; for a new customer a quick record is opened. Items are searched, the customer price list is applied, stock and estimated lead time are visible and the quote is ready in a few minutes.
Price and margin rules are set by the company.
Sending and follow-up
The quote goes by e-mail as PDF with a validity date. If no answer comes a reminder is raised; if the customer accepts, the quote becomes an order in one click, and if declined the reason is recorded.
Quote preparation time depends on product range and price structure.
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Canadian-specific points
In Canada customers expect the quote in their own language with CAD prices, with GST/HST shown separately. The system prepares the quote in one of several languages according to the customer; the company and its specialist check GST/HST and commercial terms.
Frequently asked questions
Does the quote turn into an order?
Yes; on acceptance an order opens in one click and items carry over unchanged.
Are unanswered quotes reminded?
Yes; on the due day the sales person gets a reminder.
Related topics
Quotes and orders
From quote to order, from order to shipment in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreCustomers and CRM
One record per customer, full history in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreItems and price lists
The right price, the right customer, the right language in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn more