Quoting tool iCARe
Training material and step by step guide of the Quote tool in iCare are available in the e-learning Campaign and Quote presentation.
Process Overview:
Process by role:
- Account Managers
Here, you will learn the end-to-end process of quote creation. This includes:
- How to create a quote?
- Add , Configure, and Send Products for Approval: Once the quote has been created. Also learn about Final Consignee, Approvals required, Payment terms and rebates, Inputting standard brackets
How to generate an email offer/PDF?
- How to extend a quote?
- How to renew a quote?
- What reports are available on iCARe regarding the quote process?