Fast quote
LiveToday: spreadsheets and mailed PDFs, with accepted lines rekeyed into Business Central
Create the quote with the customer while the conversation is still happening
FAST QUOTEChoose the customer, add products and send
No five-step handoff for a straightforward quote. Search the approved range, change quantities and keep the total in view.
approved product range154 products available for a fast quoteAll current catalogue lines are available. Selection follows the same lightbox used to build an Approved Buying List.
Fast route Customer, products, quantities and send on one screen.
Quote basket0 products · 0 units£0.00
No products on the quote yetOpen the approved range then choose the products the customer needs.
Save this product selection before moving into price and approval.
Total inc VAT£0.00
Prototype boundary: this demonstrates the customer handoff. No email leaves the demo.