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.
Steps to successfully onboarding your team in Kobbr:
Step 1: Complete your company profileAdd your company details, upload your company logo and include images that represent your business.
Step 2: Review company informationCheck that your company address, contact details and other information are correct.
Step 3: Review quote settingsLook at the standard quote settings and adjust how quotes are presented to customers.
Step 4: Review pricing formatDecide how prices should appear in quotes so they match the way your company normally presents offers.
Step 5: Add supplier pricesUpload supplier price lists or add additional suppliers so your team always has the correct pricing available.
Step 6: Invite your teamAdd colleagues to the platform and make sure everyone has the right access level.
Step 7: Review your product libraryOrganise the products and content your team will use regularly when building quotes.
Step 8: Create product categoriesGroup products into categories so they are easier to find when creating quotes.
Step 9: Create commonly used products or packagesBuild products or packages that your team uses frequently so quotes can be created faster.
Step 10: Add terms and conditionsSave your standard terms and conditions so they can automatically appear in your quotes.
- Once these steps are complete your team is ready to start sending quotes with Kobbr.
- If needed you can also schedule additional training with your Kobbr customer representative.