Faster quoting equals more sales.
78% of buyers award business to the first company
that responds to a quote request.
Being able to quote FAST can be the number one deciding
factor on whether you win a job or not.
Steelhead has added a new feature called Request for quote
or RFQA core functionality that is designed
to reduce turnaround time
and deliver more revenue to your business.
And it's not just for you.
Your customers will get the benefits too.
Let's look at how you can turn a request into a quote faster
than your morning coffee brew.
Then we'll get into the essentials and a few hidden gems
and as we go through this picture yourself being able
to do it in your shop, what will you do
with the time that you save?
When a customer submits an RFQ,
you'll receive a notification instantly
and also have the option to be notified by email.
You can easily see how many RQs have been submitted
but haven't been converted to a quote or declined.
Green is recently submitted. Yellow is your nudge and red.
Well, it's time to act.
You can adjust the color settings to your liking,
which I'll get to shortly.
Click view details on any RFQ submission
to see the customer's, every wish, want and wild idea.
Just add in any other details or notes,
and then instantly convert all of this into a quote
with a click.
And here's your quote.
Easily adjust pricing quantities
or any last details as you need
before emailing that quote to your customer.
Just like that. And you're done with
that whole quoting process in a matter of minutes,
leaving you extra time for important things like that.
Second cup of coffee, your quotes link back
to its original RFQ for full traceability here as well
as in the history tab.
Then within the quotes page, you can filter by RFQ
and easily jump back to the RFQ dashboard.
From here, have you ever lost a job
because it took too long to quote
or it got buried in someone's inbox?
With RFQ and Steelhead,
you'll see every incoming request at a glance.
Full visibility and traceability.
Of course, you have search and filtering functionality
as well as table settings right here, active converted
and declined RFQ tabs.
And if you open up one of these submissions
and click decline, you have the option to email
that customer to continue the conversation.
Maybe you need more details from them.
Then customers can submit another RFQ give you more
information or reply to your questions directly.
Here in the converted tab,
you can see the RFQ we just responded to.
Click into the quote or view the details of the request
for the quote, and you can also
create another quote from here.
Then in decline, you have all this information at a glance
and you can see the reason that was given to the customer
for declining each quote.
You have the option here to restore it if needed.
Bringing RF QS right back to active
for customers requesting a quote by phone.
You can open the RFQ form to fill it out yourself,
and it'll show up as a submission in your main dashboard
faster than you can say, hold please.
Steelhead also provides you with ways to customize
and brand the RFQ form
so your customers see your shop's unique.
Touch in every interaction, easily enable
or disable the form at any time.
For a branded experience, change the name of the form,
choose to include your company logo
and add in your own description here, as well
as a file upload message which shows up down here.
You can assign a specific team member as the RFQ contact
who will receive all follow follow-up emails for RF Qs.
And if you turn on this toggle,
they'll also receive the initial submission request
notification by email
and other users with RFQ permissions enabled will also be
able to see and reply to any RFQ emails.
And then before I show you how easy it is to share
and use this form, let's look at more customization that'll
speed up your quote response.
Give your customers the power to select exactly
what they need by adding your shop's processes
and specs to the RFQ form.
And if there are options within the process, you can
to those options on
or off for customer visibility,
any treatments you're not currently running, just easily
to off or back on on one process
and it will turn off across any other processes that have
that same treatment option.
Your customers only see what you want them to see.
You also have the option to change the customer facing name
on each of these treatments.
Add a remove specs just as easily,
and if you want to add them all at once,
it's very quick to do so.
Select specs, add and toggle the options.
How much time could you save if your team
never had to reenter?
Specs, processes, part numbers.
Imagine what you could do with those extra hours.
Here in the domain settings is
where you can adjust the threshold for notification colors
and you can choose to see the colors on the RFQ table
and from the homepage, save your changes.
Every toggle, every option, every automation is designed
to help you quote faster, win more jobs
and keep your customers coming back, including the ability
to add in your own decline
and confirmation default messages within the email settings.
And this will be used as the default when you choose
to reply to an RFQ with a decline email.
And this will be sent as an automatic response when an RFQ
is submitted, along with the option
to include your logo or not.
Once you've set up your form exactly as you like it,
it's time to share it with your customers.
You can copy the form link to share
behind a button on your website
or anywhere else your customers find you.
And it'll look like this.
A very professional experience for your customers
or embed the form on your website
and adjust the size for seamless integration.
And here's an example of how that can look. One more way.
This form comes in handy.
Let's say you receive an email from a
customer requesting a quote.
We don't want you to lose time hopping back
and forth from your email to steelhead.
Take that email, forward it to this email address here.
We would recommend saving this
as a contact within your email so that it's easy to pull up
and forward any future emails,
and that will bring it directly into your RFQ dashboard
where you can now quickly and easily turn it into a quote.
Then you can easily reference
that email here when inputting information
so you don't miss a thing.
Okay, now let's look at
how happy we can make your customers with this workflow.
With the submit request
for quote permission enabled on your customer portal
settings, you can give your customers
that self service ability to submit RQs.
So picture this, your favorite customer logs in create
and submits an RFQ in under two minutes
and can track every update.
Several details are already auto-filled for your customers
and they can select when they would like the order done by.
Put in additional notes here
and select parts from the dropdown.
And this list includes all parts that have been emailed
to this customer from steelhead.
Then add any processes, treatments, and specs here as well.
And images can be attached here to help you quote,
and then they click submit.
RFQ. Can you see your customers loving how easy this is?
Your customer can track the status of every RFQ
and quote in real time through the customer portal.
Once you've emailed them a quote that came from an RFQ,
they also have direct access to
that quote from the converted tab.
Transparency builds trust and keeps everyone in the loop.
Provide customers with an experience
that gives you a competitive edge.
How would faster quoting change your shop's win rate?
Customer expectations are high.
Become one of the top 5% of quotas using Steelheads RFQ.
Then share your thoughts. We're all ears and automation.
Steelhead is built for your success.