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SummaryThe Quotations Module allows creation of quotations for Customers and Prospects. Select items from stock or manually enter line items. Create text-based quotations with details and images or select from a template to immediately generate a detail quotation. Quotations can be duplicated for ease of repetitive quoting. Each quotation can be emailed as a PDF or printed. The Quotation is stored against the prospect or customer contact for which it was created against.
Features
Related ModulesAlso see: PDF ExampleClick the link below to open a PDF example of an invoice (requires Adobe Reader - Free):
Screen shotsQuotation Customer Quotation with default currency of GBP used. Two quote builder lines have been used to generate the quotation. More line items can be added, together with a discount and tax code. Additional costs can be added to the quotation which are not displayed to the customer. The detail tab in quotations shows a list of current line items attached to the quote with the ability to add or delete further line items. The Drag and Drop view allows users to view the available products from a hierarchy and drag and drop them into quotations at the bottom where they can edit the quantity in the quote. Users can also drag whole categories over including the stock within the category. Quotations OverviewMoving again back to the main menu, we will select the quotations module. From here we have detailed capabilities for search and filtering of quotations and we can also create graphical reports by salesperson or customer showing the ratios of those which have been accepted or rejected or various other selectable criteria.From any of the list views we can select a quote to view its detail. If the quote has been accepted we can also create a sales order from here. All the detailed information on the quote is automatically transferred to the sales order. It is also possible to create comprehensive quotes based on text and graphics directly from the quote or by using elements pre-created in the quote builder part of the templates section. The costs and margins for each quote are also visible here. Document management is also available in the quote, so any document relating to this quote may be stored here. | ||||||||||||||||
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