How to Send Quotes to Customers from the Catalog on Surefront

Name: How to Send Quotes to Customers from the Catalog on Surefront
Uploaded: 2020-04-29T16:20:02+00:00
Duration: 29 s
Channel: Luke Wang
Description: The tutorial demonstrates how to send quotes or line sheets to customers using SureFront. It walks through the process: first, select the desired product…

29 Apr 2020 · 0 min

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0:29

The tutorial demonstrates how to send quotes or line sheets to customers using SureFront. It walks through the process: first, select the desired product styles from the catalog; next, choose the target customer; then finalize the quote; finally, send it by entering the customer's email address. The customer receives an email that lets them view and interact with the quote even if they have never signed up for SureFront.