Quick Access Quote by Side Drawer

Access and create quotes quickly via a side drawer for streamlined operations. The side drawer allows admins to manage quotes efficiently with quick replies and status assignments. It provides detailed information on the product, customer, status, and quote ID. Admins can also respond via email or WhatsApp directly from the drawer.

Key Features:

Manage Quotes Efficiently :The side drawer allows for quick and easy quote management, enabling admins to:
View quote details, including quote ID, customer information, and product details.
Reply to quotes directly via email or WhatsApp.

Settings : Quote Requests -> View Lead On click side drawer will open



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Respond to Quotes : Communicate with customers effortlessly by replying to their quote requests via email or WhatsApp.



Assign Tags : Organize and manage quotes efficiently by assigning tags. Tags help categorize quote requests according to your business needs for better tracking and prioritization.



Assign Status :Keep your quotes organized by assigning statuses. This feature helps admins track the progress and current state of each quote request.



Streamline your quote management with these powerful features and ensure an efficient workflow tailored to your business needs.

Updated on: 27/12/2024