Who gets it: Cabinet retailers
What is it: A different approach to creating a proposal where initial step (filling in the customer name, description, designer) is skipped.
Why it matters: Oftentimes, a customer is just inquiring and it is not yet clear that he or she will convert. In these cases, retailers usually need to simply show these customers the pricing as quickly as possible without actually adding them to the system.
How it works: Clicking on ‘Quick Proposal’ button inside the Dashboard or Proposals page will navigate the user directly to step 2 of creating a proposal.