Vedatrak 3.0 Online Help

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

• Quotations Detail View
• Quotations List View
• Creating New Quotations
• Viewing and Editing Quotations
• Deleting Quotations
• Deleting Quotations
• Quotations Preferences