Batoi Flex Adds Equipment Coverage and AMC Renewal Drafts
Import equipment records, verify coverage, configure renewal timing and prepare reviewed AMC quotation drafts in Batoi Flex.
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Import equipment records, verify coverage, configure renewal timing and prepare reviewed AMC quotation drafts in Batoi Flex.
Use Batoi Flex Community to help members discover one another, share updates, arrange introductions, and follow news, events, and opportunities within governed workspace settings.
Batoi Flex helps Scale workspaces build reusable quotation packages, roll up component costs, control approvals and revisions, and preserve customer-safe BOM traceability through invoicing and analytics.
Create, cost, approve, revise, and use reusable quotation Bills of Materials in a Batoi Flex Scale workspace.
Give people the minimum Flex access required for their operating responsibilities.
Define operating scope, people, records, controls, and an Industry Pack before beginning work in Flex.
Batoi Flex remains the system of record, while Claude becomes a secure conversational work surface for retrieving, summarizing, prioritizing, and preparing business actions from governed workspace data.
Batoi Flex now supports Contact Update Surveys, a CRM workflow that helps workspace teams ask customers, contacts, partners, and members to review their existing information through secure personalized links.
Find Batoi Help, developer documentation, Solution Blueprints, research, and implementation evidence.
Import a sales register, verify equipment coverage, configure AMC renewal policy and review quotation drafts ahead of expiry.