How to Generate a Quotation in CRM ?
Step 1: Navigate to Sales CRM
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Go to Menu → Sales CRM → Create Lead.
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Manage Quotation >> Manage Project Quote
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Step 2: Select Lead Information
- Click on Add (top-right corner).
- Select the Lead Company Name (the one added while creating the lead).
- Choose Distributor/Customer.
- Modify Quotation Number if required.
- Enter Project Name, Site Location, and Remarks (optional).
- Click on Generate Sales BOQ.
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Step 3: Add Items to the Quotation
- Click on Add Item.
- Enter the Item Details (product name, quantity, price, etc.).
- Click on Add to Order.
- The item will now appear in the Item List.
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Step 4: Generate the Quotation PDF
- Go to the Action Menu.
- Click on Quotation PDF.
- The system will generate the Quotation, and you can view or download it.
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Choose Quotation With or Without GST
- Go to Menu → Project Module.
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- Click on the Tool Icon.
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- Select Add Quotation / Sales BOQ Prefix.
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- Click on Read More.
- Choose Yes or No based on your requirement:
- Yes → Quotation will include GST.
- No → Quotation will be without GST.
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