Create Quote (Within Quote List): The Create Quote feature is integrated directly into the Quote List, allowing you to create and customize quotes for customers in a streamlined manner. It’s designed to be intuitive and easy to use, so you can quickly provide personalized offers, pricing, and discounts.
You can also have the option of downloading CSV file as shown above in the image
Specifications of the Create Quote Page Products:
- Search Product Name: Easily find and add products to the quote by searching product names, ensuring the correct items are included.
- Payments:
- Manage Taxes, Shipping, and Discounts: Adjust taxes, shipping costs, and apply any discounts directly to the quote, providing a tailored price for the customer.
- Customer Information:
- Input and review the customer’s details, such as name, contact information, and any specific instructions or preferences they have shared.
- Input and review the customer’s details, such as name, contact information, and any specific instructions or preferences they have shared.
- Remarks:
- Add any special comments or terms related to the quote, whether it’s additional clarifications or specific conditions for the customer.
- Due Date:
- Select Due Date: Set a due date for the quote, helping to manage timelines and expectations for both you and the customer.
