Create and Manage Quotation to keep records you send the quotation to which customer on which date and what was the price.
Navigate to Services Sales Management and Quotation
- In (To) Section Select Customer
- In quotation is not neccessary that you have to add customer first you can also type customer details manually.
- Default Text is mention in Letter, Special Instructions:
- Change the text if required
- In Reference Number you can type or Click Generate Button Icon
- Select Delivery Method
- In Description Select the Services listed in your Company Account and Click Add.
- Keep Adding your Products as per Requirement
- Select Terms and Condition
- Type Validity
- Type notes if any
- Click Submit and Create Quotation.
- You will be redirect to the Quotation Preview Page.
- Create PDF and Send to your Customer.