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.
2- Keep in mind that this app allows you to close conversations, so you must have activated the option "act as a user".
3- Then you have 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.
4- In the next step you can add additional fields, in case you want to add extra data in your quotes, such as e-mails, telephones or ID.
5- Then, you can choose to add these additional fields when exporting this quote as PDF.
6- 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.
7- Finally we have these three options.
Choose whether to close the conversation or not when you make sales.
Always close contacts with sale (When adding a sale, the contact will be automatically closed for the "Sale" reason).
Never close contacts with the sale.
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- It will offer you the option to close or not the conversations after a sale.