Web Portal – Online Quote

Resources:

• Online Quote video: a 2 minutes that will show you what the standard template Online Quote looks like

• Mockup Desktop | Mockup Mobile: Standard Template Online Quote

• Demonstration video: watch a 7min video have a look at how the Online Quote works with Moveware

• Customisation guide: go through the guide that explains what is customisable in the standard template

• Pricing Component Video: watch the 11min video going deeper in the explanations on how it works and what can be customised

Introducing Online Quotes to your company can mean a change from your current sales quoting process.

The subpages in this section of the Wiki lay out the user process for generating, communicating, and managing a client quote from preparation to resolution. You can use this document to train your users in this process, ensuring a smooth transition from using a PDF or Word quote document to a digital online version.

There are 6 key steps when quoting a job for a client, regardless of if the quote is generated as an attachment (pdf, word, etc.), as an email, or as an online quote page. These 6 steps are:

1. Quote setup – Constructing the quote and its details, etc.,

2. Send Online Quote – Sending the quote to your client for their review and acceptance,

3. Quotation Update Required 

   • Expired URL Link,

   • Re-quoting,

4. Sales Follow-up – managing outstanding quotations,

5. Quotation Resolution with an acceptance,

6. Quotation Resolution with a decline.

We trust you are already using Moveware for all these steps. Throughout this guide we will explain how each step can be managed with the incorporation of an Online Quote to your system.