How to Create a Quick Quote

We’ve all been there – a customer calls you up and you need to get an answer back to them fast. eRep’s Quick Quote process is designed to help you add the line items your customer wants and generate a document you can send to them in a matter of minutes.  Although not shown in the video below, configured items can also be added in a Quick Quote.

Use a Quick Quote When…

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You need to quickly get a quote out to a customer.

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This quote is only going to one customer.

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You only have a few line items.

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You don't need to attach files.

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