All Collections
Getting started with Quoting
Getting started with Quoting

Setup your quoting workflow in FieldInsight

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

The FieldInsight quoting workflow help you convert more sales by helping you keep track of your quotes and create quote templates that sell.

Instantly view the status of quotes for follow-up. Setup automatic reminders to increase your conversion rate, and once accepted, convert your quote to a job with the click of a button. Use pre-built packages, with images to save time and quickly create beautiful quotes to send to your customers.

Quoting workflow

    1. Set custom rates for Account customers

    1. Hide and show accepted/declined sections on quote

    1. Add product images to packages to create stunning quotes

    1. Attach PDF documents (brochures, specifications or other marketing material)

    2. Send automatic quote reminders

    1. Allow customers to Accept quotes online and capture signatures (optional)

    2. Set the quote to Accept manually in the office

  1. Copy quote items to a Purchase Order

    1. Split the quote into more than one Invoice to take partial payments

Reporting for Sales and Quoting

    1. Use the quote/customer owner field to allocate the sale to a sales rep

    2. Check the sales team's progress in the Sales Reportv


Did this answer your question?