Interactive Quotes - Microsite with comments
Real-time notifications comments
Multiple signees with signature order
Compare monthly or yearly data
Auto reminders to the client to approve the documents
Mobile signing of documents
Intuitive & ease to use Drag and drop editor to create documents quickly
Save snippets of document in addition to saving whole document as templates (Saved Blocks)
Personalize quotes with company logo, contact info, etc.
Customize quote block to match company branding
Electronic Sign-Off (Approval without e-signature)
Use Merge Tags to quickly create documents with relevant data
Capture all activities on the document - Audit trail
Automatic Upselling - give multiple options to the client and let them choose
Customize labels as per company standards
Real time alerts on document interaction
Track item level and quote level margin while quoting
E-signature (Approval of document with e- signature)
Set Pricing rules based on Cost price of the products (Mark up & Margin price modifier)
Live pricing from Distributors
Import Product catalog from distributors/vendors in the form of CSV or Excel
Etilize (Product Catalog & rich content Integration)
Ingram micro (Distributor Integration)
Tech Data (Distributor Integration)
D and H (Distributor Integration)
Connectwise Manage (PSA Integration)
Autotask (PSA Integration)
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