This training is intended for owners, administrators and quote preparers in your company.
Let’s talk about best practices for when you have to prepare quotes outside of the Repfabric system. We will cover the differences between quote orchestration and quote creation, as well as to tools to get lists of quotes and jobs loaded into the system.
Our ISQuote integration is getting more and more extensive, so we wanted to show you the features and processes you can use to take advantage of this free integration.
The big benefit to your sales people is the ability to have open quotes and jobs at the touch of your button in our mobile right before you walk into an account. They’ll be fully up to speed with what quotes and jobs to follow up on….
We’ll cover:
- How using ISQuote will populate the quotes and jobs sections of Repfabric
- How to get set up for automatic nightly population of ISQuote quotes and jobs into Repfabric
- How to configure ISQuote and Repfabric for cherry picking quotes “if you don’t want everything” brought over
Even if you are not an ISQuote user, we will discuss internal best practices for managing quotes prepared in other systems using Repfabric. Hope to see you here!