Summary:
The Xvantage Quote Collaboration feature streamlines the quote modification process by allowing you to submit quote update requests directly from Xvantage. Requests are automatically routed to the appropriate sales representative, while completed quote updates are synchronized back to you, providing a more efficient, transparent, and seamless collaboration experience.
Question: What are the benefits of this feature to the customer?
Answer:
Customer Request Initiation – You can request quote updates directly from Xvantage using:
Contact Sales → Request Quote Modification
You can choose actions such as Extend Expiration Date, Revise Quote, or Close Quote.
Once submitted, the request is automatically routed for follow-up.
Automatic Sync – Any updates made to the quote by the assigned sales representatives are automatically synchronized to Xvantage.