Challenge
When members of the sales team met with prospects, they were unable to quote prices on the spot. They had to do a lot of back-and-forth communicating with the CEO, which created a major bottleneck. The sales process was slow, tedious, and difficult to track, and it sometimes led to lost sales.
Solution
When meeting with a prospect, their Formstack sales quote form guides the sales rep’s conversation and collects important data like equipment needed, users, and support needs. The form then automatically calculates a price quote dependent on the answers, and it can be easily adjusted in real time. Once the quote is finalized, an email is automatically sent to billing for proposal creation.
FormsPower your data collection with versatile online forms that don't require any coding to set up.
DocumentsSimplify document preparation so you can focus your efforts elsewhere.
SignEliminate paperwork for good by letting people review and sign documents from anywhere.
Formstack SuiteStreamline tedious tasks and keep your team organized with Formstack’s suite of productivity solutions.
Forms for SalesforceSecurely collect and manage data all within your Salesforce org with our market-first native forms solution.
Documents for SalesforceRobust document generation for all your business needs and integrated with Salesforce - from proposals to contracts and invoices.
