As more shops use Paperless Parts as the hub for quoting and customer communication, there’s a big process opportunity hiding in plain sight. In this workshop, learn how to use Paperless Parts’ built-in CRM functionality to streamline the quote-to-follow-up workflow, reduce tab switching, and run tighter daily and weekly rhythms. We’ll show how to build Quote Dashboards that support standups and production meetings, flag the quotes that need action next, and use customer-level history and notes to prioritize the right work. We’ll also cover customer-specific pricing logic for consistency and the analytics that help you spot what’s working and where your team is getting stuck. Leave with a cleaner, more repeatable process for managing customers and quotes without adding more tools or overhead.

Level/Prerequisites: Recommended for estimators, sales, and customer-service teams who manage customer follow-ups and quote pipeline day to day. No CRM expertise required.