Sirena allows you to send quotes to your clients. Here I will show you how to configure this app and use it in your conversations.
1 - Go to the Sirena Apps sessions and look for the Quotes app.
Keep in mind that this app allows you to close conversations, so you must have activated the option "act as a user".
2 - After installing the app, you will be able to configure the catalog section, where you can upload the products manually, using a .CSV file and / or allow your advisors to upload products in their conversations.
Note: to upload products with CSV we recommend downloading our template, which will avoid upload errors.
IMPORTANT: In the price of each product, there can be no characters like "." "," or "$", it has to be just the number alone. For example:
3 - You can also add additional fields, in case you want to add extra data in your quotes, such as e-mails, telephones or ID, as well as choosing to show or not these additional fields when exporting this quote as a PDF.
4 - The next step is to choose an image for the quote, which will go as a header in each quote you send. You can, for example, place your brand logo.
5 - Finally, you can choose to activate one of the following options:
Quotes in action
1 - In the conversation, select the "+" and click on the Quotes logo.
2 - In the quote box you can add all the information that you previously configured.
3 - You can save the quote and leave it "pending", so that there is an internal record.
4 - If you want to send the quote, you can do it by sending it as a PDF. You will see the option in the upper right corner of the quote box.
5 - If the client accepts the quote, open the quote box again, mark the sale as "closed" and set a date for it.
6 - Whenever you want, you can edit information such as the date, status or price of the quote by clicking on "View Quote".
On that screen, you can review the Quote History too.
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