CiuisCRM: Client Quotes

Client Quotes

1. You can find the "Quotes" by clicking on the "Quotes' menu from the client header or from the left menu of the client panel.

2. Added quotes for the customer will be shown below . On the header you can click on "Create" to create a quotation.

Create Quotes :

A quotes request page opens.

1. Subject : Enter the subject for the quote

2. Staff : this will be filled by default.

3. Date: the date will be auto filled.

4. Quotes details: Enter the details of the quotes.

5. Click on "Request" and the quote is created. This will send the assigned staff a quote request. The staff can then change the status, this will convert the quote to a proposal. This can be viewed under the proposals section.