How Does This Module Help You? |
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In the normal course of business, your customers need to be informed of your special offers and prices for the various products and/or services that you offer. This information is usually conveyed in the form of a quote. These quotes differ from customer to customer, based on parameters including cost and time. The Quotes module provides options for:
Items being quoted are basically a list of products and services, which can be looked up from the product catalog. You can access the Quotes module by clicking the Quotes tab. All quotes that refer to a certain account are available under the account’s Quotes sub-tab. You can navigate to the specific account to review all its associated quotes. For more details, refer to Adding Quotes. The menu bar in the Quotes page has the Dashboards, Add, and Search links, as shown in Figure 1.
Figure 1 The Quotes Menu Bar |