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.
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