6   Quotation

Create, Update and Manage Quotation

Create Quotation

1

To add new quotation, click “Quotation” on left column. In Quotations dashboard, click “Add New Quotation”.
 
 
  • Step 1: Click “Add New Quotation” to proceed

2

Fill in the necessary information.
 
 
  • Step 1: Click “Select a customer” and select the customer from the list
  • Step 2: Update the invoice details if the necessary
  • Step 3: Add title of your quotation
  • Step 4: Add all your quotation items details, unit and pricing here
  • Step 5: Add noted to your customer
  • Step 6: Click “Create” to proceed
 
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.

3

If you are first time in creating Quotation, you will see a confirm message pop up.
 
 
  • Step 1: Check this box if you want to skip this step next time
  • Step 2: Click “Yes” to email customer or “No need” to return to dashboard
 

If you want to email the quotation to customer now, the ‘Send to Customer” screen will prompt.

 
 
  • Step 1: A default message will be crafted with your customer name and invoice details. You can edit the content from the message field
  • Step 2: You can attach files here. Note that the attachment is limited to 3 files and total maximum file size is 5MB
  • Step 3: Click “Send Quotation” when you are ready to send the email to customer

4

Notification on top indicate the success of record creation.
 
  Notification box indicate the success of record created.

 

Update Quotation

1

To modify or update a quotation, go back to dashboard and access the quotation record.
 
 
  • Step 1: Click Quotation that you would like to update
 
Status of Quotation will be updated when customer accept / reject the quotation.

2

Update your quotation details and click “Save” when finish. You can view the history log on bottom of the page.
 
 
  • Step 1: Update your quotation details
  • Step 2: Click “Save” to proceed
 
  You can view the history log of the activity for this quotation record.