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INTRODUCTION TO QUOTE MANAGEMENT

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What is a Quote?
A Quote is a formal statement by the vendor promising a customer to deliver requested products or services in a specified time frame including sales prices and many other details such as discounts rates and tax rate.
A Sales Quote consists of a Quote number, issuing date, response deadline, products or services including the quantities and prices based on your Price list, duration of the contract and Terms & Conditions. In Salesboom Cloud CRM Software you can create a quote directly from the Quote tap page.



Creating a Quote
You have been in frequent contact with Ms. Miley at ABC Company, working on a pending business deal and eventually you won the deal. As a result you must create a quote for this deal.
  • Go to the Quote tab page and select add quote, then choose if its' an Existing Opportunity or a New Opportunity.
  • Click the continue button and choose an opportunity then click continue.
  • Choose to Add products or Edite products then Choose the specified products from the available products list then click save.
  • Fill the required Sales and Quote information then click save.
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