Use cases · Sales
Revise a quote after the customer asks
Say the change, get the new revision.
- Best for
- Sales people whose customers change their mind.
- You give it
- The change, in your own words.
- Where it runs
- Chat
- Needs
- Any plan with the module on.
How it runs.
- Say the change in the chat.
- The Agent makes a new revision with the new total.
You get
The new revision; the old one kept as Superseded, its link pointing to the new one.
You decide
The revision is a card for your yes.
Say it in the chat
Add [quantity] [item] to the quote for [customer].
Change the words in brackets. Nothing is sent until you press Enter.
More for salesFor sales teams
- Quotes & invoicesQuotes, invoices and paymentsWhere this lives
- Turn a website request into a dealEvery request from your site arrives as a contact and a deal, with its owner.On its own
- Send a quote your customer accepts from a linkA quote on your letterhead, accepted from a link, and the deal won.Chat · App
- Reply to a new request from your own addressThe first reply, drafted from the deal and sent from your mailbox.App · Chat
Give the Agent this job.
Start free, and see the result wait for your yes.