Knowledge Base

Managing and Overview Quotation

Managing and Overview Quotation Managing quotations effectively is an important part of the sales workflow. Quotations provide customers with a formal offer, and in the system, they can be updated, tracked, and converted into further actions. Below is a step-by-step guide on how to manage quotations. View Quotation Details 1....

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Creating a Quotation

Creating a Quotation Quotations are one of the most important documents in the sales process, as they provide potential customers with a clear breakdown of products or services, pricing, discounts, and terms. In the system, creating a quotation is simple and efficient because most of the details are automatically linked...

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Converting a Quotation into an Invoice

Converting a Quotation into an Invoice In the sales process, quotations often serve as the first step in securing an agreement with a customer. Once a quotation has been reviewed, sent to the client, and approved, it can then be converted into an invoice for billing purposes. This ensures accuracy,...

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