Frame Agreement Management demo
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