Utarbeidet med KI.
Creating the quote from the sales opportunity instead of from scratch automatically includes product lines and the customer—and maintains continuity in the pipeline.
Create the quote from the sales opportunity itself. This carries over the customer, contact person, price list, and product lines, while retaining the link back to the opportunity. If you create the quote as a standalone item, you lose this connection in the reports.
Review quantities, units, and prices before proceeding. Errors here carry over to orders and invoices, where they are more costly to correct.
An offer without an expiration date tends to linger. The date also provides a natural opportunity to follow up.
Activation locks the content, ensuring that what the customer received matches what the system displays. If you send a draft, the content can be changed afterwards without leaving a trace.
Use the document template and send the PDF to the customer. Attach it to the quote in the CRM so the next person can find exactly what was sent.
Move the sales opportunity to the correct stage once the quote has been sent. This ensures that the pipeline shows the actual status of each deal.
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