CloudLink Ideas Portal

Need an easier way to quote a corporate account

PLEASE!!!!!

Need new quote document showing List less Discount, need different configuration options... 

  • Kari Cannaday
  • Jan 30 2018
  • Attach files
  • Ryan Stevenson commented
    February 11, 2021 23:46

    @ Asim Prses, how do we onboard this to our current corporate quoting structure?

    Thanks, Ryan @ Wheeler Machinery.

  • Kevin Abernethy commented
    March 19, 2019 12:56

    the presentation of the current offering is not customer friendly. the "discount" as it appears to the cusotmer is in the breakdown of the machine and not where all the other sales pricing calculations appear (same place as the taxes).  

  • Asim Prses commented
    January 30, 2018 23:04

    This feature has been developed and we have gotten great feedback on it. Take a look at the attached screenshots below to review functionality:



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