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Nexternal: Quoting Feature Description and Set-Up Instructions
Nexternal: Quoting Feature Description and Set-Up Instructions
Sell More B2B with the Customizable Quote Generator
Pamela Topper avatar
Written by Pamela Topper
Updated over a week ago

Product: Nexternal

Have you ever needed to send a customer a written quote for a large purchase of your products? Do you offer special, non-advertised pricing for large wholesale orders? Do you have sales reps who negotiate deals with wholesale buyers? If so, the Nexternal quoting feature will automate the process for you.

With this feature, you can:

  • Accept formal requests for quotes from customers online

  • Restrict which customers are allowed to request quotes

  • Automatically send email notifications of these quote requests to the appropriate sales reps

  • Email quotes to customers

  • Easily convert quotes into active orders through your Nexternal order management system

  • Allow customers to convert the quote to an active order

Watch this 18-min Feature Demonstration & Set-Up Instructions Video (demo starts at the beginning, set-up instructions start around 11:55):

rev: 3/23/22

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