Functionality

    Quotations allows you to enter estimates for clients and save then by system generated Sequence Number, The quote contains expiration date, transferring the Quote to an actual Sales Order by clicking a button, With a single click you can also save the quoted pries into customer special pricing.

    Features
     
    • Extensive data entry for customer quotes
    • Convert quote to order easily
    • Save quote pricing as default customer prices
    • Quote expiration dates
    • Print/email/fax quotes
    • One-click quote duplication
    • Bulk adding items to quote by category
    • Custom quote price makrups…
    • Instant on-screen net profit estimator
    • Notes per line item
    More Features
     
    • Print/email/fax quotes
    • Print quote analysis with cost and estimated net profit
    • Combine multiple quotes into master quote
    • Attach scanned documents
    • On-screen customer quote history
    • Price type on order identified by Q…
    • Edit items from entry form
    • Search and filter options
    Video Demo

    Video of customer file in action.

    Screenshots
    Screenshots from this Module