People frequently asks us what’s the easiest way to set up their Kapi account, we’ve put together a set of quick steps you should follow to start getting all the benefits Kapi has for you. Remember the key goal for this setup is to build your sales flow using Kapi, so before starting please have these 2 things at hand:
A list of the services you offer.
The informations you usually gather from your customers in order to provide them with a quote.
Highlight the informations that impact the price of the services.
3 easy steps to setup Kapi
Setup your business profile
Configure the CPQ
Set your questions & answers
Create your first product
Pricing & time modifiers
Personnalized terms and conditions
Custom payment plans
Quick setup for your account
1- Define your sales workflow
Let’s define your sales workflow, this step is pretty much like creating a form for your customers.
Now that you have at hand the informations that impact the price of your services, you need to write them in a question format. The answer to these questions will help you to setup your services prices later.
If you need help mapping this out don’t hesitate to
With these 5 steps you should be on the way, we would love to show you more ways you can leverage your Kapi account and show you around the rest of the features you could use to boost your sales process.