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Quote to Customer

business man checks mobile

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.


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


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


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


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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