iQuote Hints & Tips: iQuote Templates

August 12, 2010

Save Quotes to use as Templates and Save Time !

iQuote Templates
iQuote Users will be pleased to discover that you don’t need to start from scratch every time you want to build a New Quote. Take your favourite configurations for your favourite systems and just Save them. Saved Quotes don’t count towards deal pipeline information so you can have as many as you like.

You’ve always been able to re-open a quote, instantly re-price it and check for promotions that have changed. Recently we added a new grey button (see graphic) called “Launch as Copy” which opens a new quote, based on this quote but leaves the template intact. It’s really powerful.

The team here want users to get the best out of iQuote. Look out for our Hints and Tips on this Blog to find ways to become more productive.

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