Quoting Tool Overview

The Quoting Tool is designed for parts professionals looking for a swift and efficient way to manage order volume and streamline time-consuming workflows. It addresses critical challenges such as:

• The cumbersome use of multiple systems to process quotes.
• Missing out on sales opportunities due to inefficient quoting processes.
• Spending excessive time on activities that don't directly contribute to revenue generation.

How to Create a Quote

1. Click New Quote on the top navigation bar.
   
   
2. Select your selling channel in the store drop-down menu.
   
   
3. Search for an existing customer or create a new customer .
   
   
4. Click Add Vehicle.
   
5. Enter the VIN or Year, Make, Model, and Trim of the vehicle.
   
   
6. Search for a SKU or product name (or create custom item).
   
   
7. Add the quantity (and price for a custom item).
8. Add W&D.
   
   
9. Click email quote.
   
   
10. In the order summary section, add a shipping quote and, if desired, a discount. 
    

Video Walkthrough