888-982-8126
WorkWeb Quotes/RFP Management
The WorkWeb Quotes/RFP module gives you the ability to send out a single RFP to multiple providers at the same time.  You can also manage and track the quotes that come back from those providers, in the same platform, to quickly compare quotes for each deal and determine which is the best solution for your clients.

This powerful module is ideal to generate, send, track and confirm receipt of RFPs from the providers with whom you work.  Companies that request and use RFPs (Request for Proposal) will have a clean, crisp system to request from multiple providers, send RFPs to multiple providers and track & manage all RFPs.

  • Send single RFP to multiple providers
  • Manage & Track RFPs received from providers
  • Confirm Receipt of RFPs from providers
  • Create Apples to Apples Comparison Quotes for customers representing multiple Vendors
  • Price: Per Account: $50 per month

WorkWeb’s Quote/RFP Managenet module allows Master Agents and Carriers to create quote templates that are visible and usable to Channel Members that are connected as “downstream” mTusker users. It  enables a company to create quote templates and be able to select Providers and key Contacts of the providers that would receive the RFP. If the RFP is being released to a recipient that is not an WorkWeb user, the quote shows up in the form of an email (based on an email template that has been created). If the quote is being requested from another mTusker.com community user, such as a Master Agent or Carrier, the RFP release simply moves upstream into the quote system – allowing the Master RFP to release the information in an organized fashion directly to the downstream company.

For Master Agencies and Carriers, this module helps to bring in quote requests in formats that optimize understanding, driving quotes to sellers as fast as possible. For companies that are connected directly to the purchasing companies, this module delivers your request to the appropriate parties with minimal effort, with the exact information required, offering a place to capture and standardize the information as it comes in, so that the communication with the purchasing company is as efficient as possible.

To find out more contact us at 888-982-8126 or sales@mtusker.com.

 

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mTusker base quick start guide

All new accounts need to spend some time personalizing individual users and security. The administrative section of the website provides access to:

  • Manage your company profile (address, billing information, selected Modules, etc)
  • Group Security Settings
  • Widget Security
  • Table Maintenance (define drop-down values for entire site)
  • Stage Table (define the various stages of your sales cycle)
  • User Defined Fields (define fields for the collection of customer-specific information)
  • Company News List (create customer announcement messages to display on the home page)
  • Below is sequence of tasks that should be followed when setting up for the first time.

Step one

create the empty SaaS account, by clicking the "Sign-up" button at the top of the screen. By default the Account Owner will have full admin rights.

Step two

  • Go to Manage Company Profile.
  • Select the set of products you wish to have.

Step three

  • Create security Groups for each purchased product!
  • Administrative rights can be assigned to additional users by using the "Admin".
  • CRM is for CRM features only - there are no admin features in the product.

Step four

  • Add your users.
  • If the person is a manager and has people in the user group that report to them make sure to check the management box.

Step five

  • Assign the users the modules you wish to have them access - once you give it to them and confirm mTusker will charge them for this - you cannot remove it so be careful.
  • Based on the products you can now give that person appropriate security groups.

Step six

  • Set up Widget security.
  • Go to Widget Security and set up widget security group.
  • Assign widget groups to users.