{"id":4497,"date":"2025-04-02T12:03:51","date_gmt":"2025-04-02T15:03:51","guid":{"rendered":"https:\/\/matrixgo.ai\/crie-jornada-cotacao-whatsapp\/"},"modified":"2025-04-02T12:03:51","modified_gmt":"2025-04-02T15:03:51","slug":"crie-jornada-cotacao-whatsapp","status":"publish","type":"post","link":"https:\/\/matrixgo.ai\/en\/crie-jornada-cotacao-whatsapp\/","title":{"rendered":"Create a Quotation Journey on WhatsApp"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Anyone who works in the Commercial, Sales and\/or Financial department of a business knows very well how <strong>preparation and submission of proposals, budgets and quotes<\/strong> It can be exhausting and time-consuming. Especially when the potential client doesn&#039;t know exactly what they want; the chances of closing are slim, which can ultimately demotivate the team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So imagine <strong>have an automated way to generate quotes and value proposals and forward them automatically<\/strong> for each user?! Better: <strong>create an experience of interaction and conversation<\/strong> that allows the user to inform their needs and obtain a <strong>personalized quote<\/strong> in seconds!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We are talking about using WhatsApp (more specifically, <strong>WhatsApp Flows<\/strong>) to create a <strong>quotation journey<\/strong> within the flow of a conversation. Below, you&#039;ll find a step-by-step guide and a clear example of how to do this.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>WhatsApp Flows and Quotes<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Firstly, it is important to say that <strong>Automated quoting works primarily for businesses with variable value formatting in the face of adding\/removing certain features and functionalities<\/strong>In other words: if your business builds a budget based on the features and services purchased by the customer, this quote process will work very well for you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is important to emphasize, as it&#039;s known that some types of businesses have dynamic pricing variations that aren&#039;t directly tied to the size of a project and\/or the resources contracted. For these more specific proposals, an automated quoting process may not be the best strategy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That said, it is also always important to point out that we will use the <strong>WhatsApp Flows<\/strong>, exclusive resource of\u00a0<strong>WhatsApp Business<\/strong>, accessible on your\u00a0<strong>WhatsApp Manager<\/strong>. Flows enables companies to achieve better performance by creating\u00a0<strong>more integrated and personalized experiences<\/strong>\u00a0in the application. You must follow the\u00a0<strong>commercial messaging policies<\/strong>\u00a0from WhatsApp and\u00a0<strong>enable business-initiated messaging<\/strong>\u00a0in the Business account.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once in WhatsApp Flows, start by selecting the\u00a0<strong>quotation modality<\/strong>\u00a0within\u00a0<strong>marketing messages<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Start <strong>defining an entry point<\/strong> for the quotation journey, whether it&#039;s automatic triggering for an interested customer or making the service available within your digital service menu.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example purposes, we&#039;ll use a home insurance company and a pay-TV provider, both submitting their respective proposals. Follow along.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>EXAMPLES \u2013 ENTRY POINT:<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Protect your home<\/em><\/strong><em><br>Coverage of what really matters with home insurance guarantee.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Build your plan<\/em><\/strong><em><br>Programming for the whole family! TV Box+ guarantees endless fun! Create your plan.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Entry point messages <strong>end with a button<\/strong> that when clicking <strong>starts the journey on WhatsApp Flows<\/strong>Here you can build your &quot;flow&quot; on pages, enabling the collection of information needed to create a budget. See below:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>EXAMPLE 01 \u2013 FLOW 1:<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Your Data<\/em><\/strong><em><br>[Name]<br>[Address]<br>[CEP]<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>EXAMPLE 02 \u2013 FLOW 1:<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Share your data<\/em><\/strong><em><br>[Name]<br>[WhatsApp]<br>[CEP]<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After data collection, we continue with the area of <strong>offer\/plan customization<\/strong>:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>EXAMPLE 01 \u2013 FLOW 2:<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Your coverage<\/em><\/strong><em><br>Select the coverage plans you wish to purchase below:<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>( ) Fire and Theft<br>Protect your home from incidents such as theft and fire.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>( ) Natural Disasters<br>Protect your home against natural disasters including earthquakes, floods, and storms.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>( ) Legal Liability<br>Protect yourself from legal liability.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>EXAMPLE 02 \u2013 FLOW 2:<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Your plan<\/em><\/strong><em><br>Select your preferred channels\/programming below:<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>( ) Cinema+<br>60 movie channels<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>( ) Sports+<br>15 sports and competition channels<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>( ) Family+<br>25 programming channels for the whole family<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>( ) Total+<br>Complete plan! Endless entertainment.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The selection of options made by the user <strong>therefore generates a budget\/proposal<\/strong> in the next window. You can end your journey here, or better yet: offer it to <strong>possibility of hiring and payment<\/strong> over here. Follow along.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>EXAMPLE 01 \u2013 FLOW 3:<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Your proposal<\/em><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Total value<br>[R$ 1,549.00]<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Payment methods<\/em><\/strong><em><br>Select a payment method<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>( ) Monthly<br>( ) Annual (Save R$ 249)<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>R$ 258.16 per month<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014\u2014<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>EXAMPLE 02 \u2013 FLOW 3:<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em><strong>Your proposal<\/strong><\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Monthly value<br>[R$ 559.90 per month]<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Payment methods<\/em><\/strong><em><br>How do you want to pay?<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>( ) PIX<br>( ) Credit card<br>( ) Bank slip<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The journey within WhatsApp Flows ends at this moment with <strong>return to the conversation window<\/strong> with the <strong>quote\/budget summary<\/strong> generated and the option, for example, to proceed to payment. Depending on your integrations, you can also generate a PDF or official document with the selected proposal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Below is an example of a quote journey in WhatsApp Flows:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/matrixgo.ai\/wp-content\/uploads\/2025\/04\/Img12.jpg\" alt=\"\" class=\"wp-image-3086\" \/><figcaption class=\"wp-element-caption\"><em>Quotation Journey on WhatsApp Flows<\/em><\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>WhatsApp Business API<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">As we said the <strong>WhatsApp Flows integrates WhatsApp Business<\/strong>, a professional version of the messaging app. With it, in addition to the quotation journey, you can also<strong> create and make available different services, such as registrations, scheduling, payment reminders<\/strong>, between others.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">THE <strong>WhatsApp API<\/strong> further elevates the app&#039;s professional user experience by <strong>enable, for example, the automation of messages with the addition of Chatbots and Voicebots<\/strong> acting as <strong>customer service agents<\/strong>the personalized of your business.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Get started with WhatsApp Flows today! Learn more about the WhatsApp Business API \u2013 talk to a <strong>Consultant <a href=\"https:\/\/matrixgo.ai\/\">Matrix<\/a> <\/strong>and find out more: <strong><a href=\"https:\/\/api.whatsapp.com\/send\/?phone=558006045555\">0800 604 5555<\/a><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>READ ALSO: <a href=\"https:\/\/matrixgo.ai\/crie-jornada-suporte-cliente-whatsapp\/\">\u201cCreate a Customer Support Journey on WhatsApp\u201d<\/a><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>READ ALSO: <a href=\"https:\/\/matrixgo.ai\/crie-jornada-cadastro-whatsapp\/\">\u201cCreate a Registration Journey on WhatsApp\u201d<\/a><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>READ ALSO: <a href=\"https:\/\/matrixgo.ai\/crie-jornada-pesquisa-satisfacao-whatsapp\/\">\u201cCreate a Satisfaction Survey Journey on WhatsApp\u201d<\/a><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>READ ALSO: <a href=\"https:\/\/matrixgo.ai\/crie-jornada-lembretes-pagamentos-whatsapp\/\">\u201cCreate a Payment Reminder Journey on WhatsApp\u201d<\/a><\/strong><\/p>","protected":false},"excerpt":{"rendered":"<p>Offer customized projects and quotes in an interactive and automated way!<\/p>","protected":false},"author":24,"featured_media":4498,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","_joinchat":[],"footnotes":""},"categories":[41,389,527,50,373,96,399,400],"tags":[70,65,615,616,517,217,72,607,54,404,617,618,58,73,211,154,566],"class_list":["post-4497","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-atendimento","category-chatbot","category-marketing","category-marketing-de-vendas","category-tecnologia","category-vendas","category-whatsapp","category-whatsapp-api","tag-ai","tag-atendimento","tag-comercial","tag-cotacao","tag-flows","tag-ia","tag-inteligencia-artificial","tag-jornada","tag-matrix","tag-matrix-go","tag-orcamento","tag-propostas","tag-whatsapp","tag-whatsapp-api","tag-whatsapp-business","tag-whatsapp-business-api","tag-whatsapp-flows"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - 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