Streamlined Multi-Year Quoting with Automated Uplift Calculations

Jonathan from CRM Hacker showcases the advanced multi-year quoting capabilities of our Quote-to-Cash application. Discover how our tool automates pricing calculations and uplift adjustments for complex multi-year deals, making your quoting process seamless and efficient.

In this video, you will:

Learn how to handle multi-year quotes with automatic uplift calculations.
See a demonstration of how our tool manages pricing adjustments over extended terms.
Understand how automated PDF generation ensures clarity for your customers.
Timestamps: 0:00 - Introduction and Overview 0:10 - Multi-Year Quoting Capabilities 0:18 - Automatic Uplift Calculations and Pricing Configuration 0:49 - Creating a Multi-Year Quote Example 1:13 - Reviewing the Default and Enhanced PDF Outputs 2:01 - Detailed Breakdown of Uplift Pricing 2:24 - Dynamic Price Book Entries and Renewals 2:49 - Syncing Quotes with Opportunities 3:13 - Final Summary and Benefits of Automation 3:41 - Feedback and Future Enhancements

Experience how our application simplifies multi-year quoting and keeps your sales process efficient.

Try our Quote-to-Cash solution today for hassle-free multi-year pricing!
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Видео Streamlined Multi-Year Quoting with Automated Uplift Calculations канала CRM Hacker