Create Quotation
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To add new quotation, click “Quotation” on left column. In Quotations dashboard, click “Add New Quotation”. |
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Fill in the necessary information. |
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Users can add customer/product on the same page by clicking the
"add new contact"/"add new item" button within the dialog that is expaned.
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If you are first time in creating Quotation, you will see a confirm message pop up. |
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If you want to email the quotation to customer now, the ‘Send to Customer” screen will prompt. |
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Notification on top indicate the success of record creation. |
Notification box indicate the success of record created. |
Update Quotation
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To modify or update a quotation, go back to dashboard and access the quotation record. |
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Status of Quotation will be updated when customer accept / reject the quotation.
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Update your quotation details and click “Save” when finish. You can view the history log on bottom of the page. |
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You can view the history log of the activity for this quotation record. |