How to Create Project Quotes

Some jobs are a lot more complex than getting a simple quote out the door for a customer. For sales reps who quote the same products to multiple end customers (i.e. contractors all bidding on the same job and buying from the same distributor), eRep Projects are built for how you work.

Create multiple schedules, easily copy line items, create global changes enabling you to update thousands of line items at once, quote to multiple customers, and save projects as templates for future use. 

Use a Project When..

Z

You're quoting the same products to multiple customers.

Z

You want to collaborate with others across your sales team.

Z

You want to create good-better-best quotes.

Z

You want to attach files such as images, PDFs, spreadsheets and other documents.