Speak or text to quote.
Say or type the deal. QuotSimpl builds the quote against the Accounts, Products, and Discount Rules in a sample CRM. Change any of them under "CRM Data" and your next quote follows the new rules.
Try:
Quotes from this browser's database
Accounts
Who you're quoting. "Existing" drives the loyalty discount.
| ID | Name | Type | Existing? | Owner | Notes |
|---|
Products
Your catalog. "Aliases" are the words the parser matches in a spoken or typed deal.
| SKU | Name | Unit | List price | Aliases (comma-separated) | Active |
|---|
Discount Rules
The same volume / term / loyalty / cap logic QuotSimpl applies to every quote.
| Type | Min units (volume only) | Billing cycle (term only) | Percent | Notes |
|---|
Quotes
Every quote this browser has built.
| ID | Account | Billing | Subtotal | Discount | Total | Created |
|---|