QuoteWerks Support Portal
How can we help you today?
Having Technicians submit requests for a quote for a customer in Quotewekrs
2 CommentsSorted by Oldest First
Steve Siggs
said
about 1 month ago
Could the QuoteWerks QuoteValet Shopping Cart perhaps help here?
Not sure how generic (or not) the "new computer" might be. What are the reasons for the quote going back and forth?
Steve Siggs
said
about 1 month ago
More on the QV Shopping Cart here.
Greg Esposito
Our techs need a way to submit a request for a quote for our customers instead of just sending an email. Not sure if QW can do this or there is an add on that can help us with this.
Example: Our tech is out in the field and a customer asks him to quote a new computer. Normally he would just send a email to one or many of the people who quote and it would get quoted. Updates on the quote fly back and forth which is inefficient. Not sure if there is a add on for QW that will allow employees or even customers a way to request a quote and a dashboard that will allow them to see the status of the quote.