Quote Management

Create and manage customer quotes efficiently

Overview

The Quote Management system allows you to create, track, and convert customer quotes into sales orders. Each quote can contain multiple line items with detailed specifications, helping you provide accurate pricing to your customers.

Key Features

Quote Creation

  • Add multiple line items with custom specifications
  • Set custom pricing and discounts
  • Include delivery options and timelines
  • Attach relevant files and notes

Quote Management

  • Track quote status and history
  • Set expiration dates
  • Add internal notes and customer communications
  • Clone existing quotes for similar orders

Quote to Order Process

1. Create Quote

Create a new quote with customer details and line items

2. Send to Customer

Share the quote with the customer for review

3. Customer Approval

Track customer feedback and make any necessary adjustments

4. Convert to Order

Convert approved quotes into sales orders with a single click

Best Practices

  • Be Detailed: Include all relevant specifications in line items to avoid confusion
  • Set Clear Terms: Always specify payment terms, delivery timelines, and quote validity period
  • Keep Records: Document all customer communications and quote revisions
  • Follow Up: Set reminders to follow up on sent quotes before they expire

Related Resources