Creating a quote for a prospect

You can quickly create a quote for a potential customer at any time without saving them in your customer list. If the prospect accepts your quote, you can save them as a customer at that time.

Input best practices
  • To automatically populate fields, use the Tab key to move from one entry field to another when typing.
  • In the event of an entry error, it is preferable to delete the line ( ) and start the entry again in order to preserve the input automation.

To create a quote for a prospect:

  1. Access the quotes list.

     Sales > Sales quotes

  2. Create the quote.
  3. Fill in the mandatory information in the header.
    Provide information about the prospect for at least the Company name and the Country.
  4. Add a product/service line.
  5. Select a product/service.
  6. Complete and adjust the necessary information for each field in the products and services item line.
  7. You can add further optional information in the additional sales quote tabs:
    Totals and discounts: You can add an individual discount for the prospect;
    Notes: These can either be internal to your company or shared with the prospect (external);
    Customer information: You can optionally add further details about the prospect here.
  8. Save.

The quote is created with the status Pending.

If the prospect accepts the quote, you can register them as a customer when you generate the order.

If the prospect refuses this quote, you can delete it.

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