By Steve Farnan, ConnectWise
Growing your business revolves around the success of your sales cycle, and all too often the quoting process results in tedious, pain-staking time being lost—time that could be better spent connecting with potential partners. Fortunately, with a powerful quote and proposal automation tool, you can enable your reps to optimize their time and sell more efficiently.
Rather than starting from scratch, keep well-written, standardized templates on tap. This will shave precious time off the quote-creation process. When you have a go-to for pre-approved templates, you don’t have to worry about embarrassing copy/paste mistakes.
Allow clients to select and accept your quote(s) in real time using online, interactive, customized quotes and proposals. Our on-the-go business culture means no one wants to slow down for a quoting process. Keep them moving with easily accessible tools.