With the sales quotes tool, an advanced order/quote management tool, you can get sophisticated quoting functions to help your reps engage more effectively with customers. This tool is ideal for situations when your products are complex or customizable. It is also helpful in cases where pricing is more fluid and interactive.
This allows customers to request pricing for selected products. It is quick and easy. Notifications are sent to your internal user, who will then provide the appropriate pricing. To control your pricing process, you can enable pricing override controls. After applying pricing to an online quote, a customer or sales representative would receive an email letting them know that the quote is available for review.
The customer/sales rep would log in to the website and approve the quote. This would then turn it into an order status. The order would then be processed through your website checkout and finally into your ERP/Accounting software, where it would be completed per your order fulfillment processes.