1 Integrate Quote Roller
within AffinityLive
The Quote Roller plug-in allows you to Initiate the start of a Quote Roller proposal from within AffinityLive by clicking on proposal.
2Build and send proposal
Quote Roller will pull in key details, such as name of company and contact information.
AffinityLive also captures copies of emails against the proposal sale and tracks them automatically.
3Tracking and Managing
Affinity Live also creates a link to the PDF version of the proposal, allowing you to check updates and details.