Vedatrak 3.0 Online Help

Dashboard
Contacts
Mail
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Stock
Quotations
Orders
Invoices
Purchases
Campaign
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Details
Contents

Quotations

The Quotations module supports the sales process by tracking quotes history. Provides sales quote with appropriate prospects or customers price level.

Features

  • Shared Quotes
    All Quotes are accessible by each team member.

  • Simple Quote retrieval
    All quotes are linked to the corresponding contact and can be easily found within the contact's card.

  • Two clicks Order creation
    After Quote is signed make new Order just in two clicks. Editing ability of product list before Order creation is also provided.

  • Linked Appointments
    Each quote can be linked to a task. A sales rep can assign a task for an assistant to send a newly created fax, for instance.

 

Quotations Contents


    
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