Optimising your Quote-to-Order Workflow
An optimised Quote-to-Order Workflow should help you take more orders, more quickly. Learn more below!
Webinar // Watch Back On-Demand
Watch back our webinar with ProspectSoft's Founder, Andrew Ardron - dedicated to helping you optimise your Quote-to-Order Workflow using Prospect CRM.
// Why watch the session? //
- Want to deliver a smoother experience for your customers - right from the moment they receive a quote, to how they confirm and pay for orders?
- Keen to eliminate areas of inaccuracy internally and configure a quote-to-order workflow that better suits your business processes?
// What you'll learn //
- How to get from quote to order faster, taking more orders, in less time - every time
- Ways to reduce errors & confusion, increasing the accuracy & validity of orders
- Why you can deliver an enhanced customer ordering experience with an optimised workflow in place
“Prospect’s Quote-to-Order Workflow has been a great improvement to our operation, and I’ve been surprised by the number of customers who use the ‘Approve’ link. When the Approve button is selected, we receive an acceptance notification, then orders automatically appear in our accounting system, saving my Sales team considerable time.
I was apprehensive about including the ‘Decline’ link at first, but this has provided us with some valuable feedback and an opportunity to revise the quotation if we wish.
Overall, I wish we’d implemented this sooner and would recommend this to any user who is currently considering adding this to their workflow.”
A Winning Workflow
Laying the Foundations
Setting up the typical journeys a sale can take and plotting key milestones within these funnels are the building blocks for a successful
Quote-to-Order Workflow.
Building your Quotes
Whether it's easier product searching, prompts to upsell, or adding images to bring your quotes to life - equipped with the right tools, your team can create accurate, professional-looking quotes.
The Workflow
Clever pre-order reminders and templates for your team, with simple ways for customers to authorise and pay for quotes online makes for an intuitive workflow that's efficient, profitable & scalable.
Optimise Now // Your Step-by-step Plan
The Basics: Quotation Scenarios & Pipelines
Opportunity, Quote & Sales Order Defined
Understand when to use an Opportunity, Quote or Sales Order and what their main differences are.
Set up your Opportunity Pipelines
Here's how to set up your Opportunity Pipelines so your customer-facing teams can manage each sale, step by step
Pipeline Top Tips
Create the perfect pipelines for your Sales team using these tried & tested tips!
Step #1: Building Accurate Quotes
Different Upsell Manager Links Explained
Get to know the different Upsell Manager Link options available within Prospect and examples for when to use them.
Add Upsell Options
Increase average order values by configuring Upsell Options on your Products including Upgrade, Must Sell & Recommended items!
Using Upsell Manager Links when Quoting
Learn how to add products to your Quote using the Upsell Manager Links.
Allow Editable Descriptions, Prices & Discounts Quotes
We'll show you how to enable editing of certain fields on the line of a Quote.
CRM Product Creation
Learn how to create products in your Inventory Management or Accounting System at the point of Order Confirmation.
Importing Products to a Quote from CSV/Excel File
Reduce rekeying and speed up the quote creation process by importing products to a Quote from a CSV or Excel file!
Selecting Price Tier when Quoting
Using pricing tiers to provide the right price to the right customers or prospects.
Quote Grouping
Log details of products that your customers have on lease or under a service contract following these steps.
Different Ways of Adding Products to a Quote
Various ways to add products to your Quote quickly, easily & efficiently.
Template Quotes
Make quote creation simple by using Template Quotes to create new quotations within Prospect!
Configuring your Product Packs
Sell products in volume and distribute them in packs, boxes or pallets? Learn how to configure Product Packs in Prospect now!
Using Product Packs when Quoting
Once you've configured your Product Packs, start using them when quoting your customers & prospects!
Step #2: The Quote Document
Configuring Word Document Templates
Discover how to upload Word Documents to use as Document Templates within the CRM.
Configure Email Templates
Create emails to be used as Document Templates within the CRM to make email sending lightning fast.
Configuring Attachments for Email Templates
Set Word/PDF document templates to automatically attach when email templates are used to save time.
Pinning your most-used Document Templates
Quickly generate frequently used Word documents or emails by pinning them to the drop-down menu.
Uploading Files to CRM Library
How to upload files e.g. product brochures, specification documents, Ts & Cs + more to CRM Library!
Attaching CRM Library Files to Email Templates
Learn how to automatically attach CRM Library files to email templates - so you don't have to remember to add them!
Enabling Product Images for Word & Email Quote Tables
Bring your products to life by adding product images from your Inventory Management/ Accounting system to Quotes!
Build your Word Quote
Learn how to create Quote tables within a Word standard document in the CRM.
Install Word Add-in for Merge Fields
The Prospect CRM Add-in for Word helps you create Word templates & easily add search & replace fields.
Step #3: Quote Acceptance
Quote-Order-Workflow Overview
We explain what a Quote-to-Order Workflow is, why you need it, what we've released so far & what's to come!
Add Branding
Change the Customer Portal from the default ProspectSoft branding to your own to make it more customer-friendly.
Adding Authorisation Buttons
Find out how to add Quote-to-Order authorisation buttons to your emails - step-by-step!
Step #4: Processing the Order
Enabling Mandatory Customer Order Reference
If having a customer order reference is important for invoicing/billing purposes, make it mandatory following these steps!
Taking Card Payments Using Stripe
Learn how to use Stripe to take card payments for orders confirmed via the CRM.
Set up Manual or Automatic Delivery Charges
Learn how to configure manual or automatic delivery charges within Prospect CRM.
Delivery Charge Popup Window
Determine when the Delivery Charge pop-up window appears to your CRM users.
Order Confirmation Popup
Prompt users to confirm important quotation details before sending Quotes/confirming orders with this popup!
Step #5: Notification Emails
Configuring your Order Confirmation Email
Find out how to configure an Order Confirmation Email to be sent automatically when a Sales Order or Quote is confirmed.
Configuring Internal Order Notification Emails
Learn how to enable internal order notification emails, so your team get notified about new orders instantly!