Quotes User Guide

Welcome to the Quotes User Guide! This guide provides an overview of how to create, view, and manage quotes effectively in the Sales Portal platform.

Overview

Quotes are essential documents in the sales process, providing customers with pricing information for products or services. In this guide, you'll learn how to create professional quotes, view existing quotes, and make necessary edits to meet customer needs. Quotes will be exclusively created in the portal. You will be able to create both Estimates and Quotes from this page.

Key Features

• Creating Quotes: Generate new quotes quickly and accurately with customer details, product information, and pricing.
• Viewing Quotes: Access a list of all quotes to review and track their status.
• Editing Quotes: Make modifications to existing quotes as needed to accommodate changes or negotiations.

Getting Started

To begin working with quotes, navigate to the Quotes section in the Sales Portal platform. Whether you're a sales representative preparing quotes for customers or a manager overseeing the quoting process, understanding how to create and manage quotes is essential for driving sales and fostering customer relationships.