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.
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.
