Quote Automation

Posted by brain in Success Stories on 09 22nd, 2009 | no responses
Quote Automation

Is your sales or operations team still spending valuable time faxing proposals, quotes, agreements, and contracts?! ForceBrain.com has an elegant 100% paperless solution, which vastly cuts down on the administrative aspect of selling, leaving your sales team more time to sell!

Literally with the click of a button in Salesforce, you will be able to generate an electronic quote, at which point you may print or email this to your client.  Since our solution is initiated from within Salesforce.com, the quote will be saved on the Opportunity, and an activity can be logged.quote-video

The ForceBrain.com solution is as easy as this:

  1. Login to Salesforce.com, and pull up an Opportunity in the Quote stage.
  2. Click on “New Quote”.
  3. Build your quote by selecting products, offering a discount, adding a shipping note, etc…
  4. Click “Save” to automatically have an electronic quote (PDF) with your company’s logo (a) attached to the opportunity.
  5. Click “Save & Email Quote” to also have a copy emailed to your customer.

Paperless Contract Execution!

  1. Click “Save & Send” to automatically have the emailed to your client for a digital signature!
  2. The moment your client e-Signs the document, your agreement in Salesforce.com is updated with “Signed”, and an email alerts you that contract is signed!

Interested? Have an expert contact you.

Are Digital Signatures legit?

The first widely marketed software package to offer digital signature was Lotus Notes 1.0, released in 1989, which used the RSA algorithm. Digital signature technology has been accepted by U.S. law as a legally binding signature, since 1989. Read more on this subject here.

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