You will want separate user accounts for anyone on your team who writes, approves, signs or sends quotes, as well as their managers in order to manage access control, track individual work, and provide a seamless experience to your customers.
You can add as many users as you need to your company account. Different users in your company can still share the same templates, system settings, product and price lists.
Templates: With TeamGram DOX, you can define custom quote templates and share them with your team to ensure consistency in style and content.
Automatic Pricing: Upload your price list to TeamGram and you’ll never have to search for unit prices again. Simply pick a product to include in your quote, and its current unit price, description and image will be automatically looked up.
When prices change, simply upload the new list and TeamGram will update its database. The price list is shared with your whole team, so once you update it, you can rest assured that everyone will be quoting the new prices.
Product Images: TeamGram DOX can automatically insert product images in the pricing table, making it easier for buyers to remember what each line item contains. No copy-paste, no frustrating format issues.
Follow up: TeamGram DOX has an integrated report generator that helps you keep track of all sent quotes.
Productivity: TeamGram DOX builds quote documents up to 10 times faster than spreadsheets and word processors. Sales teams can write and send quotes within minutes, saving valuable time that can be used talking to more customers and closing more deals.
Management: Managers have access to all quotes produced by their teams, making it easier to keep track of their work, even when working remotely.
Automatic Archiving: TeamGram DOX automatically archives every quote sent to customers, making them easily accessible when needed.
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