Quotes

Automated solicitation and qualification

This module is available and ready to use in the following application: Qano REP

Our quote module is perfectly adapted to and synchronized with the other Qano modules. The information included in the customer account and in the quote will be automatically accessible in your other modules.

Features

All our processes are entirely tailored to your needs, here are some functions that we could adapt to your operations:

General Features

- Solicitation and quotes

(Qualification steps and process)

- Quotes validation

- Quotes sent by email and/or SMS

- Automated approval by email and/or SMS

- Automated reminders according to your configurations

- General quotes (quick quote)

- Copy a quote

- Invoices and orders are created on approval

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Collaboration

- Note and file sharing

- Integration with Google Drive

- Integration with Google Docs

Products

- Mass management and action

- Notes and instructions

- Price ranges

- Specific validation

- Assignment to a department

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Reports

- Performance reports by user

- Daily summary

- Objectives by period

CRM

- Complete history

- Logs of automated actions

(approvals, language changes, status changes, emails, SMS and reminders sent)

- Terms and credit limit

- Customer language

(all communications and documents will be sent in the customer's language)

- Language preference

(customers can change their language of communication with a single click)

- Labels

(e.g. bad payer)

- Customer account status

(prospect, pending, closed)

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