With Surefront it is incredibly easy to get a Quote to your customers regardless of them having an account in Surefront or not. You can either send a quote to a customer's email address if their company has not signed up with Surefront, or you can send them Quotes if they have signed up for Surefront and have linked you as one of their Suppliers.
Add Unlinked Customers:
Go to the left menu > Administration > Customer Connections
You will see an "Add" button at the top right of the sections "Unlinked", click on that button and a pop-up will appear.
In the pop-up enter the Customer Name and your internal ID for this Customer.
Click "Add" on the bottom right of the pop-up.
Now that you have added this Customer, you can go back to the left menu and see they have been added under the "Customers" section.
You can now go to the Catalog, choose a few products and then choose "Create Quote" at the top right and then choose this new customer, and then add an email address to send the Quote to.
Alternatively, you can choose the "Default" customer, and send out a quote to a customer not on Surefront. We recommend using this only if you are trying to send out a quick quote, if you send the quote through a designated customer folder, all of your quotes and orders will stay organized.
Remove Unlinked Customers:
Click the 3 dots under Add
Click Remove
Please Note: Customers without any activity can be removed by you. Once a customer has activity, please contact support in the upper right-hand corner.
Add Linked Customers:
To connect with a customer that will be using Surefront to interact within your business, I recommend adding them in Linked Customers. Here are steps to become linked:
Have your customer create an account on Surefront.
In their Supplier Accounts, have them select "Invite Supplier" and provide them your email so our system can find & link your account. Have them select "Create" at the bottom.
You will need to head back to your account, but to your Customer Connection section. Here, you will have a yellow banner stating you have a request connection. Select "Here" and it will preview who has sent the request.
Proceed to connect and you have now successfully linked with your customer.