Spend More Time Selling and Less Time Creating Quotes
CloudFirst Labs offers AgileQuote, a customizable solution for generating quotes using drag-and-drop functionality. AgileQuote allows your sales team members to edit quotes directly on the quote record page so they can easily customize a quote and move more quickly to a sale.
As a 100% native Lightning app, AgileQuote works seamlessly with your Salesforce instance and features all the simplicity, flexibility, and security benefits you expect.
Some AgileQuote product highlights include:
Modify lines, quantities, prices, bundles, and discounts in-line
Accuracy of Data with the Use of Product Filters, Bundles, and Discount Schedules.
Group, clone or delete items
Increase Productivity with Streamlined Adoption through an effortless setup and the ability to edit a quote on the quote record page.
Configuration screens allow you to quickly modify appearance and behavior
Customized search functionality, Product Grouping, and Drag & Drop Line Reordering.
Effortless Adoption and Setup
Watch the video to see how AgileQuote can be set up in three easy steps.
View the video and learn how to:
- Assign Licenses
- Assign Permission Sets
- Add Components to Lightning Page
Book time with an AgileQuote Expert to talk through all of your questions.
Increase Productivity with Effortless Functionality
Unlike other quoting apps, AgileQuote is a pure extension of the Standard Quote objects, allowing for faster product entry, editing, and reordering through minimal clicks on the same screen. Your salespeople spend less time navigating the application and more time selling to customers. Users can:
- Modify lines, quantities, prices, bundles, and discounts in-line
- Group, clone or delete items
- Drag and drop quote line and groups, to easily reorder
- Configuration screens allow you to quickly modify appearance and behavior
Leverage Data to Create Upselling Opportunities
AgileQuote’s product bundles enable additional up-selling opportunities by associating related products and their rules with bundle constraints. Product filters dynamically restrict available products based on specific quote parameters. Pricing issues are not a factor, due to the ability to predefine price breaks and volume pricing with discount schedules.
Discount Schedules
Creating discount schedules is simple and supports:
- Modify lines, quantities, prices, bundles, and discounts in-line
- Group, clone or delete items
- Drag and drop quote line and groups, to easily reorder
- Configuration screens allow you to quickly modify appearance and behavior
Efficiency Achieved
Within the tool’s administrative console, template creation provides a consistent, fluid workflow for quoting. Customized search functionality can be created by using look-up fields and product filters to select compatible configurations, avoid mismatched items, and reduce pricing errors. Product Grouping and line reordering allows for representing items in a logical and meaningful manner. Logically group quote product lines by category, type, or any method you choose.
Backed by our A-Team
AgileComp was born from 50+ years of combined experience supporting high-velocity sales teams across information technology and financial industries. Through that experience, we’ve learned what works and what doesn’t. And those experiences have molded not only AgileComp, but the way our team works every day to deliver improved user experiences and on-demand customer support.
Check Out AgileQuote on the AppExchange®
Get more information about adopting AgileQuote
Ask for a Demo
Experience AgileQuote first-hand by getting a demo led by a CloudFirst expert.