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.
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