If you have to create similar quotations for many different sales targets, you can mass create the quotations instead of creating them one-by-one. You can do this for sales quotations and project quotations. When you mass create any kind of quotation, you must base the quotation on a quotation template.
All mass created quotations are based on your customer or prospect contacts.
Sales quotation created from contacts:
Step 1 – Go to Sales and Marketing > Relationships > Contacts > All Contacts Select the Contact , go to Contact in Action pan and click on “Customer” in Account Field.
Step 2 – Click Sales Quotation in New of SELL field in Action pan.
Step 3 – Add Line of Items and Details in Sales Quotation, verify the lines and header part, than Click on Send Quotation on GENERATE field of the Action Pan.
Step 4 – New Sales Order will be created automatically. To take Follow up of Sales Order: Go to Accounts receivable > Orders > All sales orders, you will find the sales order made from the sales Quote.
If your company is looking for ERM services in Vadodara or anywhere around the globe, drop an email to email@example.com and our team will be glad to set up a free demo for your brand!