“Generate Sales Quotation“ easily by following these steps ➖

Step 1➖First Login to Sales CRM.

Step 2➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.Click on the “Manage Quotation”

Step 3➖Clicking on the “Manage Quotation” opens a page where you can see a List of all Generated Quotation.

Step 4➖ Clicking the "+" button initiates the creation of a New quotation for the Lead. This will redirect you to the "Generate Quote" page.

Step 5➖In the Leads table, Select the checkbox next to the Lead for whom you want to Generate a quote. Then, choose "Product Quote" from the Quote type selection and then, click the "Generate Quote'' button.

Step 6➖Clicking the "Generate Quote" button opens the "Create Quotation" page. Here, you can fill in the following details like Email ID (CC), Email Subject, Select Product/Service , Product/Service  Description, Quantity, Rate and GST.

Note➖To Add a new row, click the "Add Row" button. To Delete existing rows, select the checkbox next to the row you want to remove and then click the "Delete Row" button.

Step 7➖Once you've filled in all the necessary details for the quotation, click the "Generate Quotation" button to Create the new quotation. To clear all entered information and start over, click the "Reset Button".

Print Quotation➖

1. To print a quotation for a specific lead, click the "Print" button from the Action Menu.

Edit Quotation➖

1. To Edit a Lead, click the "Edit" button from the Action Menu.

1. Clicking the "Edit" button opens a form for editing the Lead.

1. Edit the desired details in the form, then click "Generate Quotation" to create a new quote based on the updated information. If you want to discard your changes and start over, click "Reset".

Delete Quotation➖

1. To delete a quotation, click the "Delete" button from the Action Menu. A confirmation pop-up will appear. Click "Yes" to confirm deletion, or "Cancel" to return to the quotation.

Admin

June 29, 2021

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