Custom quotes and services
Atelier Signal.
A fictional company for exploring a real Alembic process. Follow the steps, then find the controls in the guides.
Custom quotes and services
Atelier Signal — fictional demo scenario
A customer requests a proposal for signage. The account manager finds the contact, follows the opportunity and prepares a detailed quote in Web. Items, quantities and document templates help present the offer.
The connected customer receives the published quote in their own workspace. When the proposal changes, the team works on its revision; previously delivered versions remain in the customer’s history.
The commercial process continues through the order, invoice and payment. Email templates and follow-ups help the team prepare the next conversations.
What you track: the opportunity, the proposal delivered and the sale’s documents and payments.
The steps in the process.
Find the contact and opportunity.
Detail the proposal and generate the document.
Deliver a version into the customer’s workspace.
Invoice and follow customer receipts.