July 9, 2020

Add Workflow Efficiency with New Features in AQ

More than ever, we are all seeking new ways to remain efficient and productive as our workspaces have transitioned from face-to-face meetings in offices to emails and video conferencing from home. While what’s happening around us remains in flux, your businesses are critical to providing support and the necessary equipment and supplies to ensure operators are equipped to move forward as phased re-openings progress. AQ has some new features you can utilize immediately to add workflow efficiency and keep your sales cycle moving.

To help streamline the quoting and sales process, we recently added two new features to AQ CPQ; Quote Acceptance and AQ Pay.

GO FROM QUOTE TO ORDER FASTER WITH QUOTE ACCEPTANCE

As our work processes become more digitized, the sales process can still lag. Instead of emailing a PDF of your AQ quote to a customer, using the Quote Acceptance feature, you can send a link where the quote is viewed and can be accepted immediately via a web viewer. You can still include all of the supporting documentation, and your customer can easily send a message to share notes or modifications required. You can keep track of the quote’s activity and view the history in the Details panel of your AQ project

Utilizing Quote Acceptance eliminates the need for long email trails and waiting on paperwork streamlining communication and the sales process at the same time – no matter how, and from where, you and your customers are doing business.

Learn how to implement Quote Acceptance into your workflow here.

STREAMLINING THE PAYMENTS PROCESS WITH AQ PAY

Your customer has accepted, and now you need to move that quote to order. Before that happens, you may require a deposit or payment in full. AQ Pay, powered by Currency, provides instant access to online payment options for your customers right from an AQ quote or invoice, making it easier for your customers to pay you and helping you get paid faster.

Through Currency, you can track payment status through a customer portal, and connect your customers to financing options to help increase their purchasing power. Soon, customers will have instant access to financing through Currency from the AQ Pay widget.

Both of these features are available in AQ at no additional cost. To learn more about how to onboard your company with Currency to take advantage of AQ Pay, reach out to our sales team at sales@AQ-FES.com.  You can also access our recent webinars about AQ Pay now in MyAQ, AQ’s new customer portal accessible using your AQ credentials.

Related Links: Simplifying the Payments Process with AQ Pay, Go From Quote to Order Faster with Quote Acceptance

Juleen Ayres - Sr. Marketing Manager

Juleen Ayres is a Sr. Marketing Manager at AutoQuotes. She joined Team AQ in 2016 with more than 15 years’ experience in B2B and B2C marketing. Juleen is responsible for keeping our customers educated and informed about AQ's solutions, services and events.

Schedule a Demo

To learn more about publishing with AutoQuotes, subscribing to AutoQuotes, questions about our products and solutions, or to schedule a demo contact the AutoQuotes sales team at sales@aq-fes.com

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