Did you meet some new leads and are you ready for the next step? Let's start creating some quotations.
To create a quotation, follow the next steps:
- Go to Deals
- Click on Add deal
- Fill in the fields
Note: when selecting a template, a quotation will automatically be created
- Click on Save
- Go to 'Follow up on your open deal' and click on Actions > Quotation
- You can now create a new quotation, or you can base your quotation on an existing one
- To send the quotation, click on the three dots > send
Note: once you created a quotation, it won't be possibly anymore to edit the field 'Amount' in your deal. It will be automatically filled in based on the total price of the quotation.
Inserting/moving a product line
You can always edit a quotation by clicking on the three dots > Edit and insert a new product line.
If you want, you can also move an article to another place in the quotation by hovering over the number in the front of the article line :