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.
By integrating a permanent side panel that makes possible the creation of an offer instantly from any page of the OptiOffer application.
OptiPanel it's located on the top right corner of the OptiOffer app page.
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.
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.
- Drag and drop a client
- Drag and drop products with 1 version
*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.
*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.
- Change the quantity of an item
- You can change the client of the offer anytime using Opti Panel. This features work only for offers with "DRAFT" status.