PowerPoint Presentation

[Audio] Introducing the Cerro Zone Quote Budgetary Tool A solution designed to assist sales professionals in presenting tailored quotes to clients. This tool facilitates customization based on client requirements, allowing for a personalized showcase of quotes. This guide will walk you through the tool's utilization, demonstrating how to effectively showcase quotes to clients and tailor them based on individual requirements..

[Audio] Access the web toolkit by logging in using Azure Authentication credentials. Upon login, the dashboard will provide an overview of all quotes generated by the current user. The dashboard allows users to view, edit, or delete quotes. It's important to note that deletion is a soft delete, preserving the data in the database while removing it from the user interface..

[Audio] To view a specific quote, select the "view" icon.

[Audio] This enables you to explore details, including product information, parameters, and customer details..

[Audio] For quote modifications, utilize the "edit" icon to make necessary adjustments to the quote details..

[Audio] To initiate the creation of a new quote, click on the "add new" icon..

[Audio] This action opens a sheet for generating a fresh quote..

[Audio] When generating a quote, choose the product type from the dropdown menu..

[Audio] Input all required fields. [image] A screenshot of a computer Description automatically generated.

[Audio] and click the submit button to successfully generate a new quote..

[Audio] In terms of employee management:. A screenshot of a computer Description automatically generated.

[Audio] Access employee details by clicking on the employee icon in the side menu. From here, users can view, edit, or delete employee details..

[Audio] To review all quotes generated by a specific employee,.

[Audio] click the "view" button next to the employee's name and email. This feature allows for a comprehensive overview of quotes submitted by that employee..

[Audio] To add a new employee to the system,. A screenshot of a computer Description automatically generated.

[Audio] click on the "add new" button. Complete the required fields, including the employee's name and email address, then click submit to successfully add a new employee who can utilize the tool for quote generation..

[Audio] Make "Quoting" easier With the new Quote budgetary tool Thank you!.