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  3. Quoting and Pricing

Quoting and Pricing

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  • Bulk Import - Products
  • Product / Service Library
  • How to Create Quote Tables in Proposals
  • Using Multiple Currencies for Quotes and Products (Multi-Currency)
  • Price Lists
  • UpSell, DownSell and Cross Sell for Products
  • Customer Choice (Optional, Multiple Choice and Editable Quantity Items)
  • Product Options
  • Product Pricing Limits
  • Product Bundles
  • Recurring Pricing and Prorating
  • Volume Pricing
  • Calculated (Formula Based) Pricing and Quantity
  • Conditional Pricing and Quantity
  • Percent of Total Pricing for Products
  • Cost-Plus Markup and Cost-Plus Margin Pricing
  • Tax, Shipping and other Fees
  • Adding Product Images and Other Media Files to Quotes
  • Inventory / Stock Tracking
  • Dealer Portal
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