How to Use Spiro's Quoting Module
Overview
Spiro's quoting module allows an organization to maintain a product catalog and generate pdf quotes using their product catalog within Spiro. Spiro generated quotes can also be enabled with e-signature, allowing your customers to digitally sign a quote to commit their business to you. Our customers use Spiro Quoting to help with the following:
- To standardize quoting practices, such as the look, feel and verbiage used on your documents
- To save time when creating complex quotes (especially if doing it on mobile)
- Maintain centralized control over pricing on quotes
- Improve follow up on any quote generated (via Assistant Rules)
- Better understand quote conversion %
How It Works
This module must be turned on by your CSM. When this module is turned on, you will see a new tab on your left navigation bar called Quotes. To generate a quote, navigate to either a Contact, Company or Opportunity.