Here is an idea - when customer request a quote often he doesn't know all the options available. For example, he request a translation (in his understanding it's a service with only one job type) via email. But we instead provide him with a package quote with different options to choose:
- translation only
- translation + revision
- translation + revision + QA, etc.
Of course we can indicate those as different services and workflows in the system.
But the idea here is to give customer a possibility to choose directly from the e-mail/portal the option that best suits his needs and indicate the price for each option.
Then, in a perfect scenario he chooses the option via 1 click and PM receives notification and quote is converted into a project with selected service.
What are your thoughts on this?
How possible is this scenario? Maybe someone has some advice or workarounds for this?
Customer support service by UserEcho