Quotations Management

Add, view, edit, delete, email and/or print quotations.

Useful Integration Customers are linked to their customer dashboard, giving you the ability to create a new Prospect from within a Quotation.   Also linked with purchasing history and delivery addresses. Wording Templates Create wording templates specific to a particular customer/prospect’s needs. PDF print Print quotations easily through automatic PDF formatting.

CRM Quotation Management

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