Quentin Quotino

Quotation automation
Let this template be your director of advanced quotations based on a line up of (connected) variables. Support automated quotation with real time data.
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Automate advanced variable pricing
Connect datasources
Consistent pricing models, differentiated variables per product or location
Quentin Quotino
Create a setup of articles and pricing rules
Add new variables and connect them with external resources
Automate quotations and generate PDF documents
Add SLA terms per customer and apply on proposals automatically
Connect and sync with ERP for actual customer data and contact persons
Optimized for desktop and mobile use

Connect with ...

Salesforce
Salesforce
Pipedrive
Pipedrive
Office 365
Office 365
Customize template

Tips for customizing your template

Extend service level variables
Connect with external data source to update prices and discounts
Extend approval workflow with on the fly editing or multi level approvals

How do I use this template?

Go to the dashboard of your Triggre Designer. Just below the support section all templates are shown. Go to the template you want to use by clicking the arrows left or right and click Load template. It will be loaded into your designer instantly.

For more information about using templates, please take a look at our Knowledge Base articles about this topic.

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