This release focuses on creating streamlined versions of the quote tools specifically for internal/telesales use - allowing you to build quotes on behalf of customers before sharing them as a resource to provide visual guidance and progress sales conversations.

In this video, you'll see how to proactively create quotes for customers, edit packages to give you more flexibility in what you offer, hide packages, and share a custom link with prospects that directs them to a specific stage of the journey. These features have been developed to assist with sales conversations, allowing you to collaboratively guide prospects through the process with visual aids for discussions around equipment, system setup, extras, and of course, initial energy usage and savings estimates.

Simplified Energy changelog

Telesales Versions for all Tools: Collaborative quote building