Quotation management module скачать в хорошем качестве

Quotation management module

Quotation management module Watch this video to know 1) How to create quotations and track, monitor, followup quotation. 2) How to forecast business 1. Create Quotation 1. You can generate quotations online. You can also select / send standard quotes to leads / customers. 2. You can email quotes. 3. You can tag / categories them for eg hot, warm, cold, pending, negotiating, dead, active, inactive or any other way you wish to categorize them by creating your own tags in the tag module. 4. You can download the quotes in pdf format to print the same. 5. You can create versions of quotations. 6. You can save the quotation with another lead client name so that you don't have to re create the quotation again. 2. List Quotations 1. You can view quotations and update the details & status of quotations. 2. You can view your quotations or all quotations depending on the right access you have. 3. Terms & Conditions 1. You can add your own terms and conditions. 2. You can add multiple terms and conditions and select the same when creating the quote. 3. You can categories your terms and conditions for e.g payment terms, refund policy, delivery terms etc or have one or multiple terms & condition options. 4. Products & Services 1. You can add the details of your product / services so that you could select them while creating a quote. 2. You can view and edit your product and or services. You can also activate, deactivate & delete products / services. 3. The products / service module under quotation and in general is the same. 5. Taxes 1. You can add the name and tax amount applicable so that the same could be used while creating a quotation. 35 Quotation reports to analyze your business To know more about other features of our sales software that can Help Grow Your Business visit - http://www.dquip.com