You can add more than one quote to a proposal, and this is a great way to offer a cross-sell or up-sell, or a good/better/best set of options. When you have more than one quote on a proposal, the quotes … Read More
Products, Services and Quotes
Yes. And this is often a great way to boost win rates and average selling price. If you do this, the customer must select at least one option to accept the proposal.
Yes. You can set up volume discounting rules that do not require separate product records, which makes it much easier to manage than, for example, Salesforce.com products, which require different product records for different price/volume tiers.
A proposal can have one or more quotes. (Actually, you can have a proposal without any quotes, but then you don’t get the advantage of Mimiran computing the appropriate pricing.) You can even think of a proposal as being one … Read More
Yes. You can then select from this catalog to create quotes, so you have a standardized way of managing offerings and prices.