Having Technicians submit requests for a quote for a customer in Quotewekrs
G
Greg Esposito
started a topic
16 days ago
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.
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.