Recent

  • Show all results for ""
48 Questions
4 Views
3.6 Stars

Quote Process Overview Quiz

Test your knowledge of the quote process stages, labels, and steps involved in finding new quotes and updating user details.

Created by
@BraveEuclid
Study Flashcards Play Quiz
1/48
Find out if you were right!
Create an account to continue playing and access all the benefits such as generating your own quizzes, flashcards and much more!
Get started for free
Quiz Team

Access to a Library of 520,000+ Quizzes & Flashcards

Explore diverse subjects like math, history, science, literature and more in our expanding catalog.

Get started for free
Study Flashcards Play Quiz

Questions and Answers

What is the primary purpose of Step 0 in the Quote Process?

To gather the right information for the canned response

What will happen if Step 0 is not completed?

The canned response will not work

What is the maximum time allowed to send a quote to the customer after initial contact?

30 minutes

What should you do if the customer's preferred method is SMS?

<p>Send the quote via SMS</p> Signup and view all the answers

Why is it necessary to update the user details in Front?

<p>So the canned response automation works</p> Signup and view all the answers

What is the purpose of updating the Tag or Label in the quote process?

<p>To reflect the current stage of the quote process</p> Signup and view all the answers

What happens if you do not update the Tag or Label in the quote process?

<p>You will have multiple tags or labels at a time</p> Signup and view all the answers

What is the stage of the quote process where the customer has not responded?

<p>Quote4 - No Response</p> Signup and view all the answers

What is the ideal response time for the first response to a customer?

<p>Less than 5 minutes</p> Signup and view all the answers

What should be uploaded to the Scope of Work?

<p>A Google Map screenshot</p> Signup and view all the answers

How many methods of contact are mentioned for customers?

<p>3</p> Signup and view all the answers

What is the purpose of the Canned response?

<p>To provide a template for convenience</p> Signup and view all the answers

What should be confirmed with the customer after getting their address?

<p>The measurement of the fence and gate</p> Signup and view all the answers

What tool is used to see the front of the property from the street?

<p>Google Street View</p> Signup and view all the answers

What is the purpose of marking up the Google Map screenshot?

<p>To show the different fence sections</p> Signup and view all the answers

What should be done after creating the quote?

<p>Make it live and get the link</p> Signup and view all the answers

There are five major stages/labels within the Quote Process.

<p>False</p> Signup and view all the answers

The goal is to send a quote over to the customer within an hour from initial contact.

<p>False</p> Signup and view all the answers

Step 0 is optional in the quote process.

<p>False</p> Signup and view all the answers

The Quote Process has six stages/labels.

<p>False</p> Signup and view all the answers

The update of user details is not necessary for the canned response automation to work.

<p>False</p> Signup and view all the answers

The quote process has a 'Lost' stage/label.

<p>False</p> Signup and view all the answers

Quotes can have two tags/labels at a time.

<p>False</p> Signup and view all the answers

The customer's preferred method of contact is not considered when sending a quote.

<p>False</p> Signup and view all the answers

The SLA for the 1st response is ideally 10 minutes.

<p>False</p> Signup and view all the answers

The customer's preferred method of communication is always SMS.

<p>False</p> Signup and view all the answers

The quote is sent to the customer immediately after creation.

<p>False</p> Signup and view all the answers

The Canned response is mandatory and cannot be modified.

<p>False</p> Signup and view all the answers

The address is confirmed with the customer before sending the quote.

<p>True</p> Signup and view all the answers

The Google Street View is used to see the property from the sky.

<p>False</p> Signup and view all the answers

The measurement of the fence and gate is not required for an accurate quote.

<p>False</p> Signup and view all the answers

The phone number is obtained from the customer's email.

<p>False</p> Signup and view all the answers

Match the following stages in the Quote Process with their descriptions:

<p>Quote0 = NEW (Unresponded) Quote1 = PENDING (Info Needed) Quote3 = Won (Converted, Bid Accepted, Payment made) Quote4 = No Response</p> Signup and view all the answers

Match the following actions with their corresponding steps in the Quote Process:

<p>Find New Quotes = Step 0: New &amp; Update Update User Details = Step 0: New &amp; Update Update Tag Once Done = Step 0: New &amp; Update Provide a Rough Quote = Step 1: Quote Sent</p> Signup and view all the answers

Match the following tags/labels with their corresponding descriptions in the Quote Process:

<p>Outside Service Area = Outside UT - for installation services and Fence Kit deliveries Others = for any other reason (Product not available, OOS, etc) Quote4 = No Response Won = Converted, Bid Accepted, Payment made</p> Signup and view all the answers

Match the following communication methods with their usage in the Quote Process:

<p>Email = Customer's preferred method of contact SMS = Customer's preferred method of contact Phone = Not mentioned as a preferred method of contact In-person = Not mentioned as a preferred method of contact</p> Signup and view all the answers

Match the following pairs with their corresponding context in the Quote Process:

<p>30 minutes = Ideal response time for the first response to a customer 1 hour = Not mentioned as an ideal response time SLA = Not mentioned as an ideal response time Not specified = Not mentioned as an ideal response time</p> Signup and view all the answers

Match the following steps with their corresponding actions in the Quote Process:

<p>Step 0 = Find New Quotes and Update User Details Step 1 = Provide a Rough Quote Step 2 = Not mentioned in the process Step 3 = Not mentioned in the process</p> Signup and view all the answers

Match the following tags/labels with their corresponding stages in the Quote Process:

<p>Quote0 = NEW (Unresponded) Quote1 = PENDING (Info Needed) Quote3 = Won (Converted, Bid Accepted, Payment made) Quote4 = No Response</p> Signup and view all the answers

Match the following actions with their corresponding importance in the Quote Process:

<p>Updating user details = Necessary for canned response automation Updating the Tag or Label = Required for the quote process Sending a quote = Ideally within 30 minutes from initial contact Confirming address = Not mentioned in the process</p> Signup and view all the answers

Match the following steps in the quote process with their corresponding actions:

<p>Step 1 = Introduce yourself and get the customer's address Step 2 = Send a quick message about pricing and quotation Step 0 = Get the customer's quote request Scope of Work = Upload the Google Map screenshot and update the number of gates and removal/haul away information</p> Signup and view all the answers

Match the following communication methods with their corresponding actions:

<p>SMS = Use a canned response and modify it as needed Email = Ask any clarifying questions and get the customer's address Phone = Get the phone number from the contact details and paste it into the 3CX Dialpad All = Introduce yourself immediately</p> Signup and view all the answers

Match the following tools with their corresponding purposes:

<p>Google Map = Confirm the customer's address and mark up a screenshot Google Street View = See the front of the property from the street Loom = Record a video to share with the customer Qwilr = Create a quote template</p> Signup and view all the answers

Match the following stages in the quote process with their corresponding actions:

<p>Live = Share the quote with the customer and get the link Quote = Create the quote and upload the Google Map screenshot Overview = Review the quote process and customer information Canned response = Use a pre-written response to introduce yourself</p> Signup and view all the answers

Match the following information with their corresponding purposes:

<p>Measurement of fence and gate = Get an accurate quote Customer's address = Confirm the location and create a quote Preferred method of communication = Choose the best way to contact the customer Quote request = Start the quote process</p> Signup and view all the answers

Match the following SLA with their corresponding timeframes:

<p>1st response = Ideally &lt; 5 minutes, max 10 minutes Quote creation = Within an hour from initial contact Quote sending = Immediately after creation Customer response = No specific timeframe</p> Signup and view all the answers

Match the following quote process actions with their corresponding purposes:

<p>Create a quote = Send it to the customer Mark up the Google Map screenshot = Confirm the customer's address Update the Scope of Work = Get the correct information for the quote Use a Canned response = Introduce yourself to the customer</p> Signup and view all the answers

Match the following customer information with their corresponding purposes:

<p>Phone number = Use for phone calls Email = Use for email communication Address = Use for creating a quote Preferred method of communication = Choose the best way to contact the customer</p> Signup and view all the answers

Studying That Suits You

Use AI to generate personalized quizzes and flashcards to suit your learning preferences.

Get started for free
Quiz Team

Study Notes

Quote Process Overview

  • The quote process consists of 4 major stages/labels: Quote0 (NEW, Unresponded), Quote1 (PENDING, Info Needed), Quote2 (Quote Sent), and Quote3 (Won, Converted, Bid Accepted, Payment made)
  • There are two additional labels: Quote4 (No Response) and Outside Service Area (Outside UT, for installation services and Fence Kit deliveries)

Step 0: New & Update

  • Find new quotes
  • Update user details, including name, email, and SMS
  • Update the tag or label based on the stage it is in

Goal of the Quotation Process

Providing the Quote

  • Provide the customer with a rough quote
  • Type up the quote on Qwilr using the relevant template (vinyl, composite wood, or metal)
  • Upload the Google map screenshot to the Scope of Work section
  • Update the number of gates and if removal/haul away is needed

Sending the Quote

  • Share the quote, make it LIVE, and get the link
  • Send the quote to the customer via their preferred method (email, SMS, or phone)

Initial Response

  • The SLA for 1st response is ideally < 5 minutes, max 10 minutes
  • Introduce yourself immediately and use a canned response, modifying it to make sense and personalize it as much as possible
  • There are three methods of contact: SMS, email, and phone
  • Use a canned response, but modify it according to the customer's preference and previous communication

Quote Process Overview

  • The quote process consists of 4 major stages/labels: Quote0 (NEW, Unresponded), Quote1 (PENDING, Info Needed), Quote2 (Quote Sent), and Quote3 (Won, Converted, Bid Accepted, Payment made)
  • There are two additional labels: Quote4 (No Response) and Outside Service Area (Outside UT, for installation services and Fence Kit deliveries)

Step 0: New & Update

  • Find new quotes
  • Update user details, including name, email, and SMS
  • Update the tag or label based on the stage it is in

Goal of the Quotation Process

Providing the Quote

  • Provide the customer with a rough quote
  • Type up the quote on Qwilr using the relevant template (vinyl, composite wood, or metal)
  • Upload the Google map screenshot to the Scope of Work section
  • Update the number of gates and if removal/haul away is needed

Sending the Quote

  • Share the quote, make it LIVE, and get the link
  • Send the quote to the customer via their preferred method (email, SMS, or phone)

Initial Response

  • The SLA for 1st response is ideally < 5 minutes, max 10 minutes
  • Introduce yourself immediately and use a canned response, modifying it to make sense and personalize it as much as possible
  • There are three methods of contact: SMS, email, and phone
  • Use a canned response, but modify it according to the customer's preference and previous communication

Quote Process Overview

  • The quote process consists of 4 major stages/labels: Quote0 (NEW, Unresponded), Quote1 (PENDING, Info Needed), Quote2 (Quote Sent), and Quote3 (Won, Converted, Bid Accepted, Payment made)
  • There are two additional labels: Quote4 (No Response) and Outside Service Area (Outside UT, for installation services and Fence Kit deliveries)

Step 0: New & Update

  • Find new quotes
  • Update user details, including name, email, and SMS
  • Update the tag or label based on the stage it is in

Goal of the Quotation Process

Providing the Quote

  • Provide the customer with a rough quote
  • Type up the quote on Qwilr using the relevant template (vinyl, composite wood, or metal)
  • Upload the Google map screenshot to the Scope of Work section
  • Update the number of gates and if removal/haul away is needed

Sending the Quote

  • Share the quote, make it LIVE, and get the link
  • Send the quote to the customer via their preferred method (email, SMS, or phone)

Initial Response

  • The SLA for 1st response is ideally < 5 minutes, max 10 minutes
  • Introduce yourself immediately and use a canned response, modifying it to make sense and personalize it as much as possible
  • There are three methods of contact: SMS, email, and phone
  • Use a canned response, but modify it according to the customer's preference and previous communication

Trusted by students at

More Quizzes Like This

Mitigating Going Dark in Sales Process
10 questions

Mitigating Going Dark in Sales Process

FervidSagacity avatar
FervidSagacity
CRM - Customer Relationship Management System Overview
10 questions

CRM - Customer Relationship Management System Overview

ComplimentaryManticore avatar
ComplimentaryManticore
Welcome Call Process
18 questions

Welcome Call Process

EasierErbium avatar
EasierErbium
YT- Remote Quoting Sales Fence
36 questions

YT- Remote Quoting Sales Fence

BraveEuclid avatar
BraveEuclid
Use Quizgecko on...
Browser
Open
Browser
Browser