Looking for some help. What is the best online quote app that would integrate with Infusionsoft and tag as ‘quote created’
Safe to say I am a novice. I have been tasked to add a online quote feature onto our website.
So the idea is…
- User directed to our online order form - (Infusionsoft to tag ‘clicked on quote webpage’)
- User able to self populate fields with qty’s and the form would self calculate
- If user happy with the quote, able to create a PDF with T+C’s + Bank details included to pass onto finance team
(Infusionsoft to tag ‘formal quote created’)
Currently we do not use Infusionsoft for the accountancy side (use Xero).