New quote
LiveNEW QUOTEChoose the customer, add products and send
An existing customer stays one screen. A customer MSC has not traded with before gives the minimum details here and gets one real customer record when the quote is sent.
Open catalogue154 products available: no managed list on this accountThe list controls what may be selected. Prices are a separate record and come from the account's price lists.
Fast routeCustomer, 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.
Choose the customer, add products and give a send-to address.
Prototype boundary: this demonstrates the customer handoff. No email leaves the demo.