Quotation+
Introduction
The Quotation+ module allows quotations to be made to a Company. It is the long term goal that Quotation+ should replace the old Sales module.
Quotation+ provides a simple way of creating and managing quotations to your customers.
Quotation+ allows you to create and manage quotations without leaving the module, this includes being able to add usage and select which documentations should be used such as which PDF´s is relevant.
What’s in this module?
The main page in the Quotation+ module is the overview page, which you can learn more about here.
The Quotation+ module works together with the Data+ module, in order to use the right products, integrations and PDF templates.
There are configurations for access (i.e. which team can my team see) and permissions (which functions can I access) and the card layout of a quotation (which fields are displayed).
You can also define Custom fields and the Number series.
Get started
Start out with creating some quotation types and a quotation templates.
If Data+ has not been set up, it would be a good idea to look into this first and set up PDF templates, product prices and/or potentially integrations first.
If all these parts are done and ready the workflow will be much better.
Workflows
Creating a quotation for a customer
On the Quotation+ overview page, right click on the pink button “New +” , and select Create or From Template, then fill out the various fields and press save.
Add the necessary data and details and send the quotation to a customer!
You can read a more complete work process here.
Revisions
A quotation may change from you first start working on it and until the customer agrees. Before you make significant changes to a quotation you should save a new revision. Simply click on the “New revision” button to create a new revision, the new revision will be the active revision, older revisions are listed in the Revisions box on the quotation details page. Click on an old revision to view it, you may then choose to revert to that revision.