K-Proposals

Overview

Kademi’s quoting features enable tools in both the admin console, but also provision the same tools and workflows in a portal for users like channel partners so they can easily create quotes.

One scenario using quotes is when a partner is reselling a vendor’s product and is required to send a formal quote to the end customer directly from the portal, using a specific template and approval workflow.

This ensures:

  • Consistency in branding and pricing across all partner quotes
  • The use of predefined templates that align with vendor requirements
  • A clear, trackable workflow for approvals and customer acceptance

By handling quoted proposals within the portal, vendors maintain control over presentation and pricing, while partners benefit from a faster, more professional quoting process.

Feature highlights

  • Create quotes

  • Email quotes for approval which includes an approval workflow 

  • Update quote line items and amounts

  • Apply discounts to quote line items

  • Create workflows to mark quotes as accepted