Aisle Planner's Product and Service Catalog and Quotes features give you the ability to quickly and easily send interactive quotes to inquiring clients! In this webinar, we'll show you how to use this powerful feature to build out a catalog of your products and services as well as use them to build interactive quotes that will help you book clients!
She'll also review:
Quotes vs. Proposals
When to Send Proposals
When to Send Quotes
Building a Product & Service Catalog
What to Include
How to Create Product / Service Templates
Using the Quote Feature
How to Create and Send Interactive Quotes
Creating an Invoice in 1 Click
*Please note: Some of the screens shown in this video have been updated and may look a little different, but we think you'll still find the information in this tutorial super helpful!