Opti Panel

The lighting fast offer!

OptiPanel is an in app productivity tool. Create instant offers using OptiPanel whenever and anytime you are browsing OptiOffer. In this way you are always connected and ready for action. Finish deals and give your clients what they request in the shortest time possible.

How it works

By integrating a permanent side panel that makes possible the creation of an offer instantly from any page of the OptiOffer application.

Where can I find it?

OptiPanel it's located on the top right corner of the OptiOffer app page.

OptiOffer Opti Panel main
OptiOffer Opti Panel main

How does it look like?

Is an integrated productivity tool that helps users create on-demand offer in seconds. Using it together with Smart Search you can search for products or clients that can be dragged and dropped into OptiPanel to create a quote instantly. Modify quantity and discounts and never waste valuable business time! OptiPanel decreases your reaction time in case an quote needs to made ASAP.

How to use OptiPanel?

The drag and drop function can be used either with items from the "Home" page either with items that have been search using Smart Search.

  1. Drag and drop a client

OptiOffer Opti Panel client drag and drop
OptiOffer Opti Panel client drag and drop

  1. Drag and drop products with 1 version

OptiOffer Opti Panel product drag and drop
OptiOffer Opti Panel product drag and drop

2.1 Drag and drop product with multiple versions.

*Please note that the users needs to drag and drop the desired version of the product into Opti Panel in order for it to successfully add it to the offer.

OptiOffer Opti Panel product with multiple versions drag and drop
OptiOffer Opti Panel product with multiple versions drag and drop

*Note that in Opti Panel up to 5 products will be displayed inside the panel area. In case there are more than 5 products into the quote, you can easily access the offer by simply clicking on the desired offer tab.

  1. Change the quantity of an item

OptiOffer Opti Panel product quantity
OptiOffer Opti Panel product quantity

  1. You can change the client of the offer anytime using Opti Panel. This features work only for offers with "DRAFT" status.

OptiOffer Opti Panel change client
OptiOffer Opti Panel change client

*Note that in order to lock the client to an offer you need to manually save it in the quotation menu, find out more at Quote tool page.