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Quote to Customer

Quote to Customer

Quotes can be generated and managed from the back office software or from the mobile app.  When quoting customers, the user can create a new quote or choose from the list of vendor offers and decide which offers they would like to quote against.

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The system will generate a professional quote which can be emailed in .pdf form to the customer:

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You can then go into a customer record to see a history of everything he has been quoted:

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Or go into an item to see a history of all the customers who have sent quotes to for that item:

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If the customer accepts the order it can be converted into a Sales Order, saving the user the effort of re-entering all of the information over again.

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