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30 Jul Automating Quote Generation for Faster Sales
Automating Quote Generation for Faster Sales
September 17th, 2025 3:00 pm – 3:30 pm
If you're still building quotes by hand or using outdated spreadsheets, it's time to upgrade. A fast, accurate, and professional quoting system not only improves internal operations, it helps you close deals faster. Here’s what we’ll cover today: A walkthrough of our B2C Generate Quote tool, How to customize quote templates by product or client type, Real-time pricing logic and product configuration rules, Syncing quotes with your CRM and project workflows, Empowering sales reps to generate quotes remotely and Tracking quote-to-order conversion rates.
About Webinar
- A Walkthrough of Our B2C Generate Quote Tool: Get a live, in-depth look at a high-performing B2C quote generation tool. Megan will showcase its features and demonstrate how it streamlines the entire quoting process from initial inquiry to final proposal.
- How to Customize Quote Templates by Product or Client Type: Learn how to create dynamic, branded templates that can be customized easily to suit specific product lines, project complexities, or different client segments, ensuring every quote is relevant and professional.
- Real-Time Pricing Logic and Product Configuration Rules: Explore the core of automated quoting. Understand how to implement real-time pricing calculations, apply complex discount rules, and set up product configuration logic that ensures accuracy and prevents errors, even with highly customizable items.
- Syncing Quotes with Your CRM and Project Workflows: Unlock the Power of Integration. We'll show you how to seamlessly connect your quoting system with your Customer Relationship Management (CRM) platform and existing project workflows, ensuring data consistency and smooth transitions from sales to fulfillment.
- Empowering Sales Reps to Create Quotes Remotely: Learn how to give your sales team the ability to generate, send, and manage quotes from anywhere, boosting their productivity and responsiveness, especially when on-site with clients.
- Tracking Quote-to-Order Conversion Rates: Understanding the Importance of Analytics in Your Quoting Process. Megan will explain how to track key metrics, such as quote volume, average quote value, and, most importantly, your quote-to-order conversion rates, allowing you to identify bottlenecks and continuously optimize your sales funnel.
Upcoming Webinars
Subscription Websites for Ongoing Customer Engagement
August 27th, 2025 3:00 pm – 3:30 pm
Subscription models aren’t just for Netflix or skincare kits anymore. They’re becoming a strategic way for cabinet brands, dealers, and manufacturers to stay connected with homeowners long after the initial purchase. Today’s session will walk you through: What a subscription-based model looks like for the cabinet industry, Different types of content or services you can offer, The technology behind billing and user management and innovative ways to market and grow your subscription base.
Crafting a Conversion-Focused Cabinet Website
September 3rd, 2025 3:00 pm – 3:30 pm
Whether you’re a manufacturer, dealer, or distributor, your website isn’t just a brochure, it’s your best sales rep, available 24/7. And if it’s not built for conversion, you're leaving serious opportunities on the table. Today, we’re walking through: A live look at our B2C website front, How to structure your homepage and key messaging, Creating product pages that help customers make confident choices, Visual storytelling with design galleries and lifestyle vignettes, Crafting high-impact calls-to-action (CTAs) and Optimizing mobile experience and page speed.
Smart Email Automations to Nurture Cabinet Leads
September 10th, 2025 3:00 pm – 3:30 pm
If you're only sending one-off email blasts, you're missing the most significant opportunity in your inbox: automated email flows that run 24/7 to nurture, educate, and convert your leads. Today, we’ll walk through: Welcome sequences and drip campaigns, Follow-ups for abandoned design inquiries, Product promotion email series and How to segment by lead type or location for maximum relevance.
Automating Quote Generation for Faster Sales
September 17th, 2025 3:00 pm – 3:30 pm
If you're still building quotes by hand or using outdated spreadsheets, it's time to upgrade. A fast, accurate, and professional quoting system not only improves internal operations, it helps you close deals faster. Here’s what we’ll cover today: A walkthrough of our B2C Generate Quote tool, How to customize quote templates by product or client type, Real-time pricing logic and product configuration rules, Syncing quotes with your CRM and project workflows, Empowering sales reps to generate quotes remotely and Tracking quote-to-order conversion rates.
The Power of Organic SEO for Local Cabinet Shops
September 24th, 2025 3:00 pm – 3:30 pm
In the competitive world of cabinet sales, simply having a great product isn't enough. You need to be visible to potential customers, and that's exactly what we're going to dive into today: how to leverage organic Search Engine Optimization to get your cabinet shop found online. We know your time is valuable, so we've packed this session with actionable insights that you can start implementing right away. We'll be covering: Uncovering the keywords your competitors are using, Practical on-page SEO tips specifically for cabinet businesses, Optimizing Your Google Business Profile for Maximum Local Impact and the crucial role of backlinks and citations in local SEO.
Leveraging 2020 Design to Close More Cabinet Projects
November 5th, 2025 3:00 pm – 3:30 pm
Today, we're going to dive deep into how 2020 Design can become your secret weapon, helping you not only streamline your design process but, more importantly, close more cabinet projects. We'll cover everything from initial setup to final approvals, showing you how Kitchen365 integrates with 2020 Design to maximize your potential.
Watch Past Webinars
The Price Objection Playbook: Winning Without Discounting
July 23rd, 2025 3:00 pm – 3:30 pm
Do you have a fantastic product, you know it delivers incredible value, and then… the dreaded price objection. It can feel like a brick wall, often leading us to reach for the discount button instinctively. But what if I told you there's a better way? That's precisely what we're going to dive into today.
Custom-Built Website Features to Scale Your Cabinet Business
July 16th, 2025 3:00 pm – 3:30 pm
Discover the must-have website tools that drive growth, leads, and efficiency for cabinet pros.
The Display Wall Deep-Dive: How to Curate a Better Showroom Experience
July 9th, 2025 3:00 pm – 3:30 pm
We all know display walls are a staple in our showrooms. But are you working? Are they converting browsers into buyers? Today, we're going beyond just hanging pretty samples. We're going to explore how to transform your display walls into powerful selling tools that genuinely enhance the in-person client experience.
The Pinterest Client: Managing Expectations Without Killing the Vibe
July 2nd, 2025 3:00 pm – 3:30 pm
We’re diving into what makes a kitchen or bathroom layout truly stand out. From layout to lighting, we're covering it all!
