Quotation Management

  • Track outstanding quotes from the quotes list view
  • Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts
  • Select different prices for the same product as per customer segment
  • Create printer-friendly Sales Quotes and deliver to the prospect customers through inbuilt email service
  • Create Sales Order or Invoice with a single click from the Sales Quote
  • Avoid duplicate work by dynamically displaying the Billing & Shipping addresses and terms & conditions while creating quotes
  • Customize sales quote templates as per your organization’s requirements