What you get
Reps build a quote from the customer’s own prices and email it from AIMS. When a discount goes beyond what a rep may give, or the margin drops below your floor, it goes to an approver first. Sales heads see what is waiting and what was approved, and discount decisions stay on the record.
How it works
- Quotes are built from the customer’s price list.
- A quote below your margin floor, or with a discount beyond the rep’s limit, goes to a named approver or approver group.
- An approved quote converts to an order without retyping it.
- Quotes can be emailed to the customer from the system.