There are occasions when customers need to be able to include attachments with their orders or requests for a quote.
With HeadQ, this functionality is seamlessly integrated into both products and CPQ, offering flexibility and convenience to customers and sales teams.
Available with any of the following subscriptions: Growth, Scale
Key Features
- Attachment Management: HeadQ enables customers to add and edit attachments to their orders or quotes on a product-by-product basis. This feature is designed to accommodate multiple attachments per order or quote.
- Maximum Attachment Size: The maximum size of each attachment uploaded by the customer is 10 megabytes (MB).
- Works with Products and CPQ: The attachment option works with product configurations and CPQ tools. It is an additional option that can be selected alongside other product options.
- Easy Implementation: Enabling the attachment feature in both products and CPQ is straightforward. It can be activated like any other option within the HeadQ platform.
- Visibility Post-Order/Quote: After the order or quote has been submitted, any attachments added by the customer are conveniently accessible. They can be found within the order or quote details.
Attachments in products
Attachments in CPQ
Attachments in order / RFQ
Benefits
- Enhanced Customer Experience: By allowing customers to include attachments, HeadQ enhances the overall customer experience by accommodating specific needs and preferences. Customers can easily provide additional documentation or specifications, streamlining the order or quote process.
- Improved Communication: Including attachments fosters clearer communication with customers. Relevant files or documents provide valuable context, reducing the likelihood of misunderstandings or errors in the order or quote.
- Efficiency in Documentation: With the ability to upload multiple attachments, customers can ensure all necessary documentation is included with their order or quote. This streamlines subsequent processes and reduces the need for follow-up communication to request additional information.
- Flexibility for Diverse Needs: Whether customers need to include technical specifications, design drafts, or contractual agreements, the attachment feature offers flexibility to accommodate diverse requirements.