JDQuote2 – Quoting in Handle begins with an Opportunity. The opportunity is designed to act as a folder to house all information around a deal to sell, price, and close. This assumes the opportunity is identified early in the sales process. There are however many times that opportunities are identified at the same time a quote is needed. when this occurs starting with an opportunity can seem like an extra step making the process clunky. The new Handle process streamlines the creation of a quote.
- Creating a quote faster
- Creating a quote from a opportunity/ account screen
- Creating quote from Inventory
- Creating quotes for prospects
- Reviewing/ Editing Quotes
- View your quotes and create reports
- Linking and copying from existing JDQuotes
- Identifying and reviewing unlinked quotes in Handle
- Fields that transfer from JDQuote to Handle
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