Once your company becomes a paying customer there are a few important steps administrators should complete to make sure everything is ready for the team.
Step 1: Complete your company profile
Add your company details, upload your company logo and include images that represent your business.
Step 2: Review company information
Check that your company address, contact details and other information are correct.
Step 3: Review quote settings
Look at the standard quote settings and adjust how quotes are presented to customers.
Step 4: Review pricing format
Decide how prices should appear in quotes so they match the way your company normally presents offers.
Step 5: Add supplier prices
Upload supplier price lists or add additional suppliers so your team always has the correct pricing available.
Step 6: Invite your team
Add colleagues to the platform and make sure everyone has the right access level.
Step 7: Review your product library
Organise the products and content your team will use regularly when building quotes.
Step 8: Create product categories
Group products into categories so they are easier to find when creating quotes.
Step 9: Create commonly used products or packages
Build products or packages that your team uses frequently so quotes can be created faster.
Step 10: Add terms and conditions
Save your standard terms and conditions so they can automatically appear in yor quotes.
If you want to learn more you can explore our YouTube tutorials or book a short demo with the Kobbr team.
Ready for the next level? Follow up with these next steps Setting up Kobbr for your team after becoming a paying customer.