Checkout with a Sales quote booking

Benefits of using Sales Quotes

• Admin can build a sales funnel of potential sales

• Automatic reminder emails can be sent to sales quote bookings

  • Example x days after booking, send reminder, x days before training starts.

  • Remove the manual admin process of sending Sales Quote information

• Run reports on Sales Quote booking

  • Review why sales quotes bookings did not convert

• Once admin receives a PO, Just enter the PO and save, it is now a confirmed booking

How to create a Sales Quote booking on the website

• Navigate to the website and log in as a Booker

• Find the course for which you want to Book / Process as Sales Quote

• Select your schedule and No of attendees from the respective dropdown lists.

• Click Book Now.

YOUR CART page will be displayed.

• In the Delegate details section, enter the first name, last name, email, and mobile number in the appropriate fields.

• In the Pay with section, click the Quote tab and check the Tick here to receive your quote* option.

• In the Billing address section, enter the billing address details.

• In the Booking section on the right side, click SEND ME A SALES QUOTE.

Outcomes:

• The sales quote will be created.

• You will receive the sales quote to your registered email address.

• The delegates will be added to your contacts.

• The Org Rep will be updated with the sales quote booking in their portal.

• Email invites will be sent to the delegates.