The adoption of AgileQuote is simple, and the setup is effortless.
Editing quotes directly on the quote record page allows your team to spend more time selling and less time navigating.
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.
Setup AgileQuote in 3 Easy Steps
Empower your Salesforce® users to create quotes with efficiency and accuracy.
Unlike other quoting apps, AgileQuote is a pure extension of the Standard Quote objects, allowing for faster product entry, editing, and re-ordering, with minimal clicks on the same screen!
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Increase Productivity with Streamlined Adoption
The adoption of AgileQuote is simple, and the setup is effortless. Editing quotes directly on the quote record page allows your team to spend more time selling, and less time navigating. You can also:
- 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
Accuracy of Data with the Use of Product Filters, Bundles, and Discount Schedules.
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.
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.
