Efficiency is crucial in IT retail. With our new quotation function, we offer you innovative tools to make your quotation processes even smoother and more effective. Let's take a look at the exciting new features that are now available to you.
The game changer: Enquiry option for end customers
One of the most exciting new features of the ITscope quotes is the enquiry option for end customers. After accepting a quote, the customer has the option of registering in the quote portal. This gives them the opportunity to call up a quote history and send you quote requests directly. These enquiries are automatically created as draft status quotes on ITscope and you receive an email notification about them. This feature facilitates communication and allows you to respond quickly to customer needs.
Your customer can send you enquiries via the quotation portal, which will then appear directly as a draft quotation in your quotation overview
Registration is not mandatory for your customers and you can also deactivate the option if you do not want to use the new features. This flexibility allows you to tailor the offer portal precisely to your needs and the needs of your customers.
Maintenance of won quotes in ITscope
Winning quotes are now displayed in a finalised state and automatically generate a purchase order. This purchase order is listed for you in the sales board. Here you have the option of accepting or rejecting the purchase order and transferring it to centralised Procurement in the ITscope platform. This seamless integration into your sales board and the central purchasing platform optimises your process chain and ensures smooth processing of your incoming orders, including transparency for you and your end customers.
Your sales board gives you an overview of your incoming orders from quotes
Own domain: Customise the cName entry
If you use your own domain for your B2B shop, you need to customise the so-called cName entry. A cName entry (canonical name) is a part of your domain settings that ensures that your domain is correctly connected to our servers. This ensures that your quotes work smoothly and that your customers can access them without interruptions. Incorrect configuration can lead to problems with accessibility and presentation. To avoid this, please follow the guide entry "Quotes under your own domain".
Offer portal: Individual customisation and registration option
With the new offer function, you can customise the offer portal. You can personalise the presentation of your quotes and manage your contacts efficiently by accessing existing contacts from your address book.
Under "Options / Settings" you can make numerous settings for your quotation in the quotation portal
A video showing all the new features relating to quotes from ITscope
You can see a demonstration of the new quotation functions in ITscope in the video.
Conclusion: Create quotes even more efficiently with ITscope
With the new quotation function, we have taken another big step towards efficiency and user-friendliness. Our new features will help you to optimise your quotation processes, serve your customers better and ultimately increase your sales. We are proud to provide you with these advanced tools and look forward to your feedback.
