Integration of our customized quotes with visuals and technical descriptions
At the moment, our customers have to go to the "Documents" tab to consult personalized quotes (Veranda and Pergola). Many don't have this reflex, and it reduces the visibility of our offers.
We'd like to be able to integrate our own quotes directly into the platform, for a pergola or veranda for example, with :
a full technical description,
visuals of the product or project,
personalized information for the customer.
The aim is for the quote to be visible and consultable directly from the quote page, without the customer having to search in an additional tab. This would improve the customer experience and facilitate the signing of quotations.
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Comments2
Theo Bodier
Feb 4
Bonjour Gilles, si j’ai bien compris, c’est possible en le mettant manuellement et en cliquant sur “ajouter un devis”.
Gilles ROCCO
Feb 5
C’est parfait merci beaucoup !