Quote function 2.0: The future of offer management

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.

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.

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.

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.

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”.

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.

You can see a demons­tra­ti­on of the new quo­ta­ti­on func­tions in ITscope in the video. 

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.