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B2b Communications

Frame Agreement Management demo

Published Date

In this demo video, we demonstrate CloudSense's Frame agreement management interface along with most of its functionalities, and show the entire process including creating a frame agreement, adding products, providing a quote to a customer, amending agreements and obtaining final approvals.

  • Obtain approvals from sales directors and customers
  • Add new items upon request
  • Update delivery and account details
  • Generate and send quote to customer
  • Calculate totals and close opportunity