Quotes with options

Approval of your quotes even faster!

We added a new functionality to our quotes module, allowing the possibility of having several options on the same quote. The client can approve one or more options.

This is extremely useful when you want to offer multiple quantities of the same product, have multiple material options, or submit multiple items in a single quote. Each of the options will have its total and can be approved separately. You will no longer need to make several quotes for the same client or put several options on the same quote without giving the client the chance to make the approval by themselves.

This simplifies the entire process and lets you create your quotes extremely fast. In just a few seconds, you can build and send the quote to your client!

Below you will find an example of an email sent and a generated PDF

This new feature also allows your conversion rate to be properly counted, because the quote will be won even with only one option chosen. In the past, with multiple quotes, you had to mark the other quotes as lost, even if that wasn’t actually the case.

Everything will be automated with your other Qano apps. When an option is approved, a project will be automatically created in your Qano PRO application, emails and SMS will be sent to the client. If you have checked the “Deposit” option on the quote, then a deposit will automatically be requested and when paid, the payment will be added to the automatically created invoice!

This new feature will save you a lot of time!

Would you like to add this functionality to your Qano REP? Contact us now!