Once logged into the Quote system click on the ‘Create a quote’ button on the top left hand side of the dashboard. This will take you to a new page. Here you can input all necessary information to create a quote for a customer. This includes:
- Customer personal details ie, name, contact details, company, address
- Sales rep dealing with the quote
- Additional notes for the customer
- Additional notes for staff only to see
- Add products to the quote
- Modify the number and price of goods in the ‘Products in your quote’
- View all totals including costs and product numbers
- You can then save, preview (send to a staff email) or send the quote to the customer
