Adding a New Quotation

For Creating a New Quotation

  1. On Dashboard, click or mouse over Quotations
  2. Navigate to New Quotation and select
  3. Add Quotation page will open
  4. Select type of Quotation (Sales / Purchase)
  5. An additional field Auto Generate will show
  6. Select type
  7. From list of Enquiries, select Enquiry
  8. Details of Enquiry will show
  9. Select choice from Associate Opportunity
  10. If Associate WIth Existing Opportunity is selected, choose Company or Contact from list
  11. Click Submit