Heidi Boehm

Design influencer: systems, digital, tech, enterprise, the future

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QUOTING & ESTIMATES

for the enterprise customer

Large organizational customers are in some ways like us, the little guy. When you buy in bulk (like getting cereal or water at that big-box warehouse) you expect a discount. Well, when a large company buys software in bulk for their employees, they also want and expect a discount.

The following examples show how an enterprise customer receives a quote using the customer portal for buying software licenses and subscriptions through the volume licensing program.

Quoting is a vital key for enabling sales to facilitate transactions with the enterprise customers.

 
 

[1.1] Customer receives email notification

 

[1.2] Quote summary in the cart

 

[1.3] Tool tips for terminology clarification

 

[1.4] Checkout summary

 

[1.5] Order confirmation