Jun 18, 2012
We’ve had our quoting system Quosal up & running since early September 2011.
One aim of Quosal is to give a user friendly experience for both our Clients and Sales team, this is largely attained as Quosal fully integrates in to our ConnectWise ticketing system. The integration gives us a high level of accuracy and speeds up quoting & ordering greatly.
Included with Quosal is their quote delivery system, Order Porter. Order Porter takes away the traditional method of emailing PDF or Excel quotes & changes this in to an online webpage where you can view your quote, make changes & order directly from it. No more needing to phone up, email or fax in orders. The single biggest advantage here is speed.
Here’s how it all works:
When you receive an email for a quote first you’ll need to click on the Order Porter Link in the body of your emailed quote (it’ll look something like Proposal for your quote name: ) clicking this will take you to your Order Porter page.
The Order Porter page is fully secure and only the recipients and sender of the email can view this page.
The top section of a quote includes the recipient, who has prepared it, a unique quote number & version number and a link to a PDF version of the quote if you need a print out. The middle section is where the recipient can have some interaction. Any of the quantities in your quote can be changed. If you have changed any quantities, clicking the ‘Update Options’ button will refresh the quote including the PDF. This can save a lot of time if all you are wanting is to remove something from your quote or increase an item if it looks like a good price.
Once you are happy with your quote and would like to place an order simply fill out the form in the ‘Terms & Conditions’ section below the Recap, and click the ‘Accept Order’ button. This does several things, firstly it sends you, your sales rep & our admin team a confirmation of the order. The quote also becomes locked down so no further adjustments can be made or inadvertently ordered by someone else if sent to multiple people or viewed at a later date. We then download your acceptance and within a few clicks we can literally have your quote ordered within minutes if necessary. Being software though it’s not fool proof so if your order is urgent or something goes awry let us know so we can action it ASAP.
That’s briefly how Order Porter works at the Client end though if you have any questions or need assistance feel free to contact firstname.lastname@example.org