Optimising your Quote-to-Order Workflow

Setting up the typical journeys a sale can take and plotting key milestones within these funnels are the building blocks for a successful
Quote-to-Order Workflow.

Whether it's easier product searching, prompts to upsell, or adding images to bring your quotes to life - equipped with the right tools, your team can create accurate, professional-looking quotes.

Clever pre-order reminders and templates for your team, with simple ways for customers to authorise and pay for quotes online makes for an intuitive workflow that's efficient, profitable & scalable.

Understand when to use an Opportunity, Quote or Sales Order and what their main differences are.

Here's how to set up your Opportunity Pipelines so your customer-facing teams can manage each sale, step by step

Create the perfect pipelines for your Sales team using these tried & tested tips!

Get to know the different Upsell Manager Link options available within Prospect and examples for when to use them.

Increase average order values by configuring Upsell Options on your Products including Upgrade, Must Sell & Recommended items!

Learn how to add products to your Quote using the Upsell Manager Links.

We'll show you how to enable editing of certain fields on the line of a Quote.

Learn how to create products in your Inventory Management or Accounting System at the point of Order Confirmation.

Reduce rekeying and speed up the quote creation process by importing products to a Quote from a CSV or Excel file!

Using pricing tiers to provide the right price to the right customers or prospects.

Log details of products that your customers have on lease or under a service contract following these steps.

Various ways to add products to your Quote quickly, easily & efficiently.

Make quote creation simple by using Template Quotes to create new quotations within Prospect!

Sell products in volume and distribute them in packs, boxes or pallets? Learn how to configure Product Packs in Prospect now!

Once you've configured your Product Packs, start using them when quoting your customers & prospects!

Discover how to upload Word Documents to use as Document Templates within the CRM.

Create emails to be used as Document Templates within the CRM to make email sending lightning fast.

Set Word/PDF document templates to automatically attach when email templates are used to save time.

Quickly generate frequently used Word documents or emails by pinning them to the drop-down menu.

How to upload files e.g. product brochures, specification documents, Ts & Cs + more to CRM Library!

Learn how to automatically attach CRM Library files to email templates - so you don't have to remember to add them!

Bring your products to life by adding product images from your Inventory Management/ Accounting system to Quotes!

Learn how to create Quote tables within a Word standard document in the CRM.

The Prospect CRM Add-in for Word helps you create Word templates & easily add search & replace fields.

We explain what a Quote-to-Order Workflow is, why you need it, what we've released so far & what's to come!

Change the Customer Portal from the default ProspectSoft branding to your own to make it more customer-friendly.

Find out how to add Quote-to-Order authorisation buttons to your emails - step-by-step!

If having a customer order reference is important for invoicing/billing purposes, make it mandatory following these steps!

Learn how to use Stripe to take card payments for orders confirmed via the CRM.

Learn how to configure manual or automatic delivery charges within Prospect CRM.

Determine when the Delivery Charge pop-up window appears to your CRM users.

Prompt users to confirm important quotation details before sending Quotes/confirming orders with this popup!

Find out how to configure an Order Confirmation Email to be sent automatically when a Sales Order or Quote is confirmed.

Learn how to enable internal order notification emails, so your team get notified about new orders instantly!