Learn how to create and send a quote for an opportunity (deal) using the lead manager feature in zapfloor.
In the lead manager feature of Zapfloor, you can easily create a quote for an opportunity or deal. This feature allows you to streamline the process of generating quotes for potential clients or customers.
By following a few simple steps, you can quickly create a professional and customized quote that includes all the necessary details. Let's walk through the process together.
These steps are taken if you'd like to create an 'ad hoc' quote.
Step 1: Go to Leads
Step 2: On the Deals board, select the opportunity you'd like to create a quote for:
Step 3: On the deals page, scroll down and click on Create Quote
Step 4: Now you can fill in all the necessary details like:
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date of quote and valid until,
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contact person,
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message to be included in the quote
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and assets, being the products that you are offering.
Then click on the Create button.
Step 5: Once you have created the quote, you can download or edit or send it. The quote will be sent to the contact person that you selected.
