How to Create Quotation & Quotation Templates ?
To create a quotation follow the given steps.
Step 1 - Go to the Quotation menu.
Step 2 - On the top right side of your screen, you will find a Create Quotation button.
Step 3 - By clicking on this button, a dialogue box will appear that allows you to select a client or prospect to whom you want to send the quotation.
Step 4 - Once you have selected your client's name, you will be redirected to the Quotations page where you will have to input some mandatory information on the top right side of your screen.
Step 5 - To add quotations you must click on the + Add New Line button.
Step 6 - It will redirect you to a dialogue box where you can choose Workflow, Partner, Product, and Branch in accordance with your client’s choice. These details are mandatory.
Step 7 - Once you have selected these details, you will find that a line of the quotation that you have just selected has appeared in the Products List Table.
To create a Template, go to Quotations Menu.
Step 1 - On the top right side of your screen, you will find a Create Template button.
Step 2 - By clicking on this button you can specify quotation parameters to create a new template by adding Template Name, Office, and Quote Currency. These details are mandatory if you want to publish a new template.
Step 3 - You can add Product Info, Description, Service Fee, and so on by clicking the +Add New Line button on the bottom left side of the Product List Table.
It will redirect you to a dialogue box where you can choose which Workflow, Partner, Product, and Branch in accordance with your client’s choice. These details are mandatory.
Once you have selected these details, to save this template click on the Sav**’ button