Simplicate

Thijs Vluttert

Gideon Rittersma

Thierry La Croix

Find everything here about setting up sales processes and quotations.

Sales

It is possible to personalize both the digital signing button within the email correspondence and the quote portal itself.

Approve online: The possibilities for customization

The progress and probability on a sales trajectory indicate which phase the (potential) client is in within the sales process.

Progress & Chance to score

You can specify a source for each sales process to indicate exactly where the lead originated from.

Sources

In this article you can read how you can copy a sales process

Copy a sales process

You can indicate which competitor the sale was lost to in the case of a sale that was not accepted.

'Lost to competitor'

Lennard Datema

The difference between ‘progress’ and ‘status’ in Simplicate

Progress versus Status

How to know for sure you quote or invoice was received

Onboarding

Simplicate homepage

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.