For successful implementation of the RFQ and Quotations module in the Portal, follow this structured approach:

Question Group Configuration
Establish categorized question groups that organize the information gathering process for different service types and client scenarios.
Question Library Development
Build a comprehensive repository of industry-specific questions that capture all necessary information for accurate quotation generation.
RFQ Workflow Design
Configure logical, conditional pathways that guide clients through relevant questions based on their previous responses, ensuring efficient data collection.
Agreement Template Integration
Implement standardized yet customizable agreement templates that automatically populate with client information and selected services.

End-to-End Testing
Thoroughly validate the quotation process from submission to approval, ensuring seamless functionality across all user roles.
Continuous Optimization
Establish protocols for regular review and refinement of questions, templates, and workflows based on user feedback and changing business requirements.

This systematic approach ensures accurate quotations, streamlined client interactions, and consistent documentation throughout the sales process.

Guidelines for Question Groups (Required for RFQ)

• Login as Admin User >Navigate to: Quotations → Question Groups > Add New
• Give suitable group title ( for instance: Company size, Business objectives, Budget considerations,Security requirements, Training needs,etc)
• Set sequence numbers
• Activate relevant groups
• Add descriptions
• Click on save button

Guidelines for Question Library(RFQ)

• Admin login >Navigate to: Quotations → Question Library >Add new Question
• Add relevant questions for quotation
• Set possible answer types ( text area, check box, radio button… )
• Define mandatory fields
• Assign to groups
• Click the save question tab.

Guidelines for Quotation Agreements

Step-1: Navigate to Quotations → Quotation Agreements >Add New Agreement

Step-2: Fill Required Fields:

• Agreement Title*
• Agreement Instructions*
• Select Status (Active/Inactive)
• Mandatory (Yes/No)
• Agreement Type (E-Signature/Acceptance)

Step-3: Content Creation

• Use Built-in Editor:
• Text formatting options
• List management
• Table creation

Step-4: Place Holders

Agent and company related place holders given you can use them according to your requirements

Step-5: Save Agreement

Click save tab to add new Agreement