Skip to main content

3.7 Quotes

The Quotations module is again organized with filters and information cards (Customized Information, Address, Terms and Conditions, etc.). Within the main information a Quotation must be related to a Company and a Potential (so that the information flow is complete). The Quotation includes products and/or services to be added (+) along with quantity, price, discount, etc. The relations menu gives access to (or addition of) correlated data.

image-1655721493745.png

Quote detail

image-1655721639372.pngProducts in a Quotation

image-1655721865532.png

Totals, Taxes, Discounts, and Shipping & Handling Charges

Organizational layout of related modules
Conversations Notes PDF Maker
Messages Activities (Calendar) Tasks (Calendar)
Sales Order Documents Processes