You can save a quote template on a flobot to use in the future. Now quote template can be categorized.
All the quote templates are already in the default category. you can customize it.
Firstly you should add quote categories
Log to Flobot and go to settingsSelect the templates tab and click the Quote template category listThen click the right side corner burger button to add a new categ...
Once an appointment is been scheduled or when a quote has been sent to a customer. Once the text message is sent , you get the delivery stats in the order overview
When the apppointment confirmation is sent you the stats as below.
If the confirmation ...
Now you can see the statics of the quotes which was sent and the revenue generated by each one who sent the quotes in 3 steps.
Monthly stats
Yearly stats
All stats...
When putting up details for a new customer, when you go to the email field and type the email ID, if its an existing customer it indicates in red. When you click on the link the order gets created for the existing account.
When putting up details for a n...