Document-centered workflows can consume plenty of your time and effort, no matter if you do them regularly or only occasionally. It doesn’t have to be. In fact, it’s so easy to inject your workflows with additional productiveness and structure if you engage the proper solution - DocHub. Sophisticated enough to handle any document-related task, our platform lets you modify text, pictures, notes, collaborate on documents with other parties, create fillable forms from scratch or templates, and electronically sign them. We even shield your information with industry-leading security and data protection certifications.
You can access DocHub editor from any location or device. Enjoy spending more time on creative and strategic tasks, and forget about monotonous editing. Give DocHub a try today and watch your Product Quote workflow transform!
In this video tutorial, Ash from Quota demonstrates their product configurator designed to streamline the quoting process for sales teams. The tool allows users to pre-build item options, facilitating volume discounts and percentage-based add-ons to ensure accurate pricing with minimal errors. Ash begins by creating a new quote using a blank template and discusses the benefits of pre-building line items for frequently quoted items. He demonstrates how to search for an on-site visit line item related to installation costs and adds it to the quote, showing how easily items can be incorporated into the quote, enhancing efficiency in sales operations.