How to create and submit a quote in Zel X

Quotes are what helps the business continue growing. Because of this significant step in acquiring a job, quotes must not only communicate the details needed to complete a job but also display accuracy with current market measures. With Zel X you’re able to improve the speed and accuracy of your quote, while also providing a clear timeline and cost of production to your customer. In this blog you’ll learn how to create a quote within Zel X.

Creating a quote in Zel X

1. Log into Zel X from the email

2. Navigate to the new request ‘Pump’

3. Review the content of the request

4. Create a job to work on the quote and collaborate with your team

5. Notice the updated status in the built-in RFQ workflow ‘New Request’ to ‘Acknowledged’

How to submit a quote in Zel X

1. Upload quote document and enter quote details

2. Click on ‘Submit Quote’

3. Notice the updated status in the built-in RFQ workflow ‘Acknowledged’ to ‘Quote Submitted’

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Learn more

Learn more about Zel X, click here.

Ready to try Zel X? Click here for a free 30-day trial.