1. Quoting & Pricing Module for
Medical Equipment Company
Company: Vidacare
Opportunity: Quoting Module
Vertical: Medical equipment
Challenge Solution Benefits
? Vidacare deals in a vast range of Customized Salesforce quoting
. Vidacare now has automated
medical equipments and they had to functionality to fit the business quoting module, that sends it for
generate multiple quotes for their needs for Vidacare by implemeting approval
clients through Salesforce manually. multi stage approval processes
and custom pricing functionality.
The quotes are sent out in PDF
The quotes had to be tracked and
format hence ensuring security and
approved before finally getting them Integrated Conga templates for are stored for reference in
mailed to clients which ended up in generating quotes in PDF format Salesforce as a record
time lags
Developed Cloning functionality in In case a similar order is placed
As their client base was increasing Salesforce, which regenerates the again, the quote is cloned from the
they were looking forward to an quote once the similar order is record ,hence no need to trace
automated process to generate placed. client history
quotes and cloning the same once
they get repeat order and emailing
them directly.