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Vida care _quoting_module_Success Story
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Vida care _quoting_module_Success Story

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  • 1. Quoting & Pricing Module for Medical Equipment CompanyCompany: VidacareOpportunity: Quoting ModuleVertical: Medical equipment Challenge Solution Benefits? Vidacare deals in a vast range of Customized Salesforce quoting . Vidacare now has automated medical equipments and they had to functionality to fit the business quoting module, that sends it for generate multiple quotes for their needs for Vidacare by implemeting approval clients through Salesforce manually. multi stage approval processes and custom pricing functionality. The quotes are sent out in PDF The quotes had to be tracked and format hence ensuring security and approved before finally getting them Integrated Conga templates for are stored for reference in mailed to clients which ended up in generating quotes in PDF format Salesforce as a record time lags Developed Cloning functionality in In case a similar order is placed As their client base was increasing Salesforce, which regenerates the again, the quote is cloned from the they were looking forward to an quote once the similar order is record ,hence no need to trace automated process to generate placed. client history quotes and cloning the same once they get repeat order and emailing them directly.

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