Building a quote
Items from the price list, VAT rates, discounts and the validity of the quote.
QuotesIn preparation
A quote in a minute and, once accepted, straight to an order.
This module is in preparation and not available yet. The description shows what it will include.
You build a quote from the price list and the business partner's details from the address book.
You send the quote by e-mail as a PDF and, once accepted, turn it into an order or an outgoing invoice.
In short
The Quotes module, which is in preparation, will let you build a quote from the price list and partners in the address book, send it by e-mail as a PDF and turn it into an order or an outgoing invoice once accepted.
Quotes
What the module will include
Partners from the address book
The customer's details and contact persons are filled in from the address book.
Sending and quote status
Sending the quote by e-mail as a PDF and tracking whether it is received, accepted or rejected.
Conversion to an order or an invoice
An accepted quote is turned into an order or an invoice without retyping the data.
Who will the module suit?
For companies that prepare quotes for customers before an order or an invoice.
Quotes
Frequently asked questions
Is the module available yet?
No, the module is in preparation. The app has a page describing it, but no data can be created or stored in it yet.
Updated
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