How-to Configure Pricelists in SellMyProducts

What is SellMyProducts?

SellMyProducts is a Configure-Price-Quote add-on for Google Sheets. It allows you to email accurate quotes directly from your Sheets pricelist in just a few clicks.

Pre-requisites

Before you get started note that in order to run, SellMyProducts requires that your pricelist must have a specific structure. There are three mandatory sheets, which are created for you automatically and are populated with example data:

Products

Holds a list of all products.
Note: The product list must contain five mandatory columns:

  • Name - product name
  • Price - the cost without taxes
  • Tax - tax percentage
  • Discount - discount percentage
  • Dependency - any product dependency. The dependent product is automatically added to the quote in a bundle with the main product.

SellMyProducts Add-on for Sheets - REF_Product

Customers

Holds a list of all clients.
Note: The client list must contain five mandatory columns:

  • Company Name - the name of the client
  • Email - contact email
  • Discount - any applicable client discount percentage

SellMyProducts Add-on for Sheets - REF_Product

Quotes

Holds a list of all quotes that you save and email.

SellMyProducts Add-on for Sheets - REF_Quote

Installation

License the add-on

Features

Configure product dependencies
Create quote
Manage quote
Reset the add-on

That's all! Now you can move on to quoting in 5 steps. Happy selling!

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Send price quotes in SellMyProducts in 5 steps

Our radically simple CPQ solution - SellMyProducts - allows you to create and email quotes in a few clicks within a single application. Thanks to the seamless integration between Google Sheets, Docs and Gmail, sales people can now send accurate quotes to their customers directly from the pricelist.


Step 1: Navigate to SellMyProducts add-on and select "Create quote" from the menu

SellMyProducts Add-on for Sheets - Create Quote

SellMyProducts' Create Quote page opens up in the side bar with Quote ID, Version and sender ("By") automatically populated with your data.


Step 2: In the side bar, go to "For" to search and select your customer. The list is automatically filtered based on your search query through a sophisticated smart search functionality.

Search customers:

SellMyProducts Add-on for Sheets - Search customer

Select one client:

SellMyProducts Add-on for Sheets - Select customer

Any pre-configured client discount is automatically deducted from the total value of the quote.


Step 3: Go to "Products" to search and select one or more of the products in your pricelist. Any pre-configured dependencies are added automatically to the quote.

SellMyProducts Add-on for Sheets - Select products

In the example above, the main quote item is BMW 5-Series Essential. The rest of the items are dependencies of the main product.


Step 4: Select a quote template of your choice. Clicking "Select" opens up a modal dialog directly in Sheets that allows you to browse through your existing templates in Docs without leaving the application.

SellMyProducts Add-on for Sheets - Select template

Step 5: Hit "Save" to save the quote for later, or "Email quote" to send it to your customer right away via Gmail.
SellMyProducts Add-on for Sheets - Select template Clicking Preview in Gmail creates a draft email with the pdf as an attachment.
SellMyProducts Add-on for Sheets - Select template

SellMyProducts is available as a fully functional demo version for the first ten quotes. If you'd like to continue using SellMyProducts, please subscribe for a perpetual license on our website. Happy selling!

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We transform sales with Google Sheets

Running your business is stressful enough. Technology getting in the way isn't helping at all. We, at Bridgeworks, believe that every business problem has a radically simple software solution. The success of our first invoicing automation tool - BillMyClients, connected us with more than a hundred business owners who suffered from organisational chaos, inconsistencies and financial loss due to outdated software. If your old systems are dragging you behind, here is why it's time to consider Google for Business:

  • You're tired of paying for various pieces of software which empty your wallet and create an IT support nightmare;
  • Your sales team lacks direction due to poor collaboration;
  • Pricing inconsistencies result in financial loss and make you look unprofessional.

Our experience in extending Google Sheets and Docs helps us revolutionise sales processes like invoicing and quoting for tens of thousands of customers. Why not do this for your business too? Contact us and let us know what keeps you up at night!

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Defining Products with Dependencies and Exclusions

While working on BillMyClients, we noticed that one of the biggest pains for sales managers and small business owners was maintaining complex price lists. Companies, that didn't have the budget or the IT resources to implement costly solutions like Salesforce, saw themselves struggling to identify and take advantage of many profit-boosting opportunities. SellMyProducts, our radically simple Configure, Price and Quote (CPQ) solution, eliminates these pains.

Leverage cross-sell, upsell and bundles

Do you feel that your sales reps could be selling more than they do on a daily basis? SellMyProduct allows you to define dependencies right in your Sheets price list, so that you never miss an opportunity to provide your customers with the best possible offer.

SellMyProducts Add-on for Sheets - Dependencies

Thanks to our CPQ add-on for Google Sheets, sales people can see in a straight-forward visual way what other products they could upsell, cross-sell or bundle with that item before adding it to their quote. The dependencies are automatically added to the quote value.

This feature is particularly handy for operations maintaining complex and constantly changing price lists.

Send quotes that convert

In a similar fashion, sales people can configure Exclusions for any product in the price list.

SellMyProducts Add-on for Sheets - Exclusions

The product is then added to the quote with its exclusions. This way, by showing your customer the added value that they get from a single purchase, you get an extra selling point and greater conversion opportunities.

Send accurate quotes every time

SellMyProducts identifies conflicts thus eliminating the risk of costly mistakes. It alerts the sales person visually and allows them to resolve the conflicts before adding wrongly configured items to their quotes.

For example, a BMW 5 with a petrol engine would be bundled with a petrol subscription plan as a dependency. The sales person doesn't have to remember to include the plan in the quote, as it's automatically added alongside the base product.

SellMyProducts Add-on for Sheets - Dependency

If the sales person tries to add a second product, say Premium Membership Card for diesel engine owners, SellMyProducts will alert them of potential conflicts. In the example used below, a sales person would realise that they can't sell a diesel membership card to petrol subscribers, because Petrol subscription has Premium Membership (DIESEL) as an exclusion.

SellMyProducts Add-on for Sheets - Exclusion

SellMyProducts is currently in beta and we're constantly searching for new sales pains to solve. Why not yours? Contact us and let us know what you're struggling with so we could get it out of your way in the next version of SellMyProducts.

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SellMyProducts: A Painless CPQ Solution for Google Sheets

Are you a star salesperson who loves to convert leads instead of sending the wrong quote or frustrate with a price list that makes no sense? Boy, we have something for you.

The success of our first add-on for Google Sheets - BillMyClients, led us to uncover a pain that we at BridgeWorks cure with radically simple software:

With SellMyProducts, we are addressing an even bigger pain - sending accurate quotes without the risk of costly mistakes. Our Configure, Price and Quote (CPQ) add-on for Google Sheets helps sales people to configure price quotes directly from their price lists.

SellMyProducts Add-on for Sheets

Configure Product

SellMyProducts lets business-owners search and add products to quotes. Users can also configure the products in their Sheets pricelists by setting dependencies and exclusions that fit their business and pricing model.
Configure Product

Configure Customer

In a similar way, our CPQ extension allows for the configuration of client and partner discounts that are applied to the total value of the quote.
Configure Customer

Create Quote

Adding a product to the quote includes its dependencies too. Incompatible products are identified, which improves the quality of the quote and saves plenty of time of the sales person. Quotes can be saved or emailed as a PDF attachment.
Email Quote The quote template is a Google Docs document that becomes directly accessible in the Google Sheet. It's up to the the user to decide whether they want to send the email right away or to preview it in Gmail first.
Preview Quote The Gmail preview opens Gmail with a populated email template and a PDF copy of the quote.
Preview Gmail

SellMyProducts is a configure-price-quote extension that automates proposals in Google Sheets.

Are you interested in participating in the private beta of the add-on? Contact us!

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