The Quotation Module

View - Sales/Invoicing - Quotation Registration

The Quotation module is an efficient module designed to create quotations for single customers, or to create larger quotations for campaigns etc, that can automatically be sent to a selection of your registered customers. If the quotations generate sales, you can easily transfer them to the Sales/Invoicing module and follow them through to invoicing and delivery.

Quotation and Repeating Quotation

You can create quotations for a single contact, a Repeating quotation for a single contact as well as individual quotations and repeating quotations for a selection of contacts (group quotation). You can also create a Quotation template that can be used as a starting point for group dispatches.

Flexible Printouts and Quotations via E-mail

The quote can be sent to the printer, e-mail or fax, be transferred to Microsoft Office Word or to the Print Preview screen. If you have installed a PDF-printer you are able to transfer the quotation to the PDF format as a file.

Create Follow-up Activities for You and Your Colleagues

By clicking on the arrow to the right of the Create Activities button you can create customised activities. For these, you decide on the content for the activity and also which modules the activity template should be available in.

Create Advanced Quotations by Using Microsoft Word

If the quotation is transferred to Microsoft word you can edit it by clicking the Advanced quotation printouts button. This list gives you easy access to the documents in the document list that are linked to the quotation.

Easy and Efficient Transfer of Quotations

Once a quote has been accepted you can easily transfer the quotation to order by using the Transfer button. The system will create an order for you, saving you having to enter the information again. In the company settings, you can choose to create a PDF copy of the quotation documents which can be linked to the order which is created and can be viewed from there.

Status

The quotation is moved between various sub-registers depending on further processing. You can move between the sub-registers by using the drop-down list in the top right corner. The drop-down list consists of Quotation cancelled, Lost sale, Quotation, Quotation repeating, Quotation template and Group quotation.

Integration with Other Modules

Quotations are integrated with other modules in order for quotations to be picked up, created and edited as a natural part of the working process. Quotation tabs can be found under Contact, Contact person, Project and Activities.

Quotation Settings

In the User Setting for Quotation you decide what will be shown in the screen when you are using the program. You can also make a few selections that will simplify the registration process. Quotation repeating and Group quotation are transferred to quotations with the help of wizards. In user settings under the Quotation tab you can decide where the system should lead you after the wizard is complete. This can make routine work much more efficient.

The Company Settings control the usage methods for all users. Be aware that these settings are the same for Quotations, Orders and Invoicing.