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The Quote and Proposal system generates pre-populated quotes and proposals for the user's products.
Proposals/ Quotes are generated in PDF format and can only be edited before authorisation. Once a document has been authorised, it can no longer be edited, a new proposal will need to generated with the new information.
Features:
The Module can
- Create new proposals
- Save new proposals onto the database
- View already created proposals
- Edit existing proposals
- Puts security measures in place to authorize the proposal
- Facilitates the printing and emailing of a proposal
- Links the user to the setup of letterheads with company information such as
company name and registration details, bank details and template settings
- Integrates into the CRM module (client relations module) with customer information
Screenshots:
Ribbon containing links to system pages
Ribbon with the links to the Quotes CRM system
Create a quote
Product categories
Quotes authorization page
Quotes setup page
Quotes view
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