📝 Manage Quotation
The quotation screen is essential for creating and managing your business quotations efficiently. Here’s how to use it:
📋 What Is the Quotation Screen?
The quotation screen allows you to create, customize, and manage quotations for your products or services. It helps you provide accurate estimates to your customers quickly.
🛠️ How to Access and Use It
Go to the Menu Tap on More (
⋮) and select Quotations from the list.Creating a New Quotation Tap the ➕ button to create a new quotation. Each quotation is assigned a unique quotation number automatically. You can customize the prefix and series number if needed.
Select a Lead Search for and select an existing lead or contact, or use the More Quick Option > Create Option to add a new lead quickly.
Add Products Tap Add Product to select items from your product list. You can edit any product details by tapping the ✏️ button next to the product.
Additional Fields
Charges: Add any additional charges like shipping fees.
Discounts: Include discounts as a percentage or a flat amount.
Notes: Add special notes for the customer.
Tax Add applicable taxes to the quotation and save them for future use.
Finalize and Create Quotation Tap Create Quotation, and a PDF will be generated automatically. You can download or share this PDF with your customers.
🛠️ Customization Options
You have various customization options to tailor your quotations:
Quotation Status Customize quotation statuses and view a summary of the total number and amount on the quotation screen.
Lead Fields Choose which lead fields will be printed on the quotation PDF.
Organization Fields Customize the organization details that appear on the PDF.
Quotation Prefix and Series Set the prefix and starting series for quotation numbers.
Bank Account Details Display your bank account details on the PDF if necessary.
Terms and Conditions Add terms and conditions that will appear on the PDF.
To customize these options: Go to More (
⋮) > Settings > Customization > Quotation Customization.
✏️ Editing a Quotation
If you need to make changes, simply tap on the quotation you want to edit. You can:
Edit: Modify quotation details.
Share or Download: Easily share or download the quotation PDF.
Update Status: Change the quotation status based on customer feedback or follow-ups.
Delete: Remove the quotation if it is no longer needed.
With these features, managing your quotations becomes a seamless and efficient process, helping you maintain a professional approach with your clients!
Let me know if you need any adjustments or additional details!
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