Create quotation
Quotations are used to create offers, where you can attach specific teams and users to sell certain products and/or parts to companies within your system.
When creating a quotation, you can fill out the following:
- Title: The title for the quotation
- Description: A description for the quotation
- Company: A company attached to the quotation
- Person: A person attached to the quotation
- Unit: A unit configured in the Process module
- Expected agreement date: A date when you expect to reach an agreement with the attached company and/or person
- Expectation in %: How much you expect to reach to an agreement with the attached company and/or person
- Team: A team attached to the quotation. They are the only ones that can handle this quotation
- Responsible sales person: A user that should be responsible for the sale
- Additional sales person: Additional user that should be a seller for the quotation
- Commission: A percentage for the additional sales person's commission
- Requisition: If you create a task from the quotation, then this field will be copied over to the task's requisition-field
- Type: Choose from any of the quotation type(s) you have created earlier
- Year 1-4: These are only visible if configured in the module's general settings (under Quotation > Budgeting)
- Follow up?: If marked, the sales person(s) will be reminded to follow up on the quotation:
- In X days: Any number of days before following up
- Be aware that the field will reset itself, to make it possible to create multiple reminders
- In X days: Any number of days before following up
- PDF attachment: If you have a PDF document regarding the quotation, you can attach it here; when you save the quotation as a PDF the PDF attachment will be included at the end of the resulting PDF