A quote is an element of the CRM with information about the company, products and services, as well as an offer of cooperation. This is the next stage of work with the client after the deal creation.
You can create a quote as a document from the entity form.
Add a quote
The main way is from the deal form.
All the information about products, contacts and companies linked to the deal will be transferred to the quote form.
You can also create a quote from the appropriate CRM section or from a company and a contact form.
We recommend creating quotes exactly on the basis of the deal. In this case, you will see the full history of work with the client in the deal form.
Quotes have Kanban, List, and Deadline views. They are similar to the views of deals and leads.
Visually, quote forms are similar to lead and deal forms. On the left side, There are fields with information about the quote on the left side and timeline with planned activities is on the left.
There are two buttons at the top of the form: Document and Actions. Сlick on them to create and send a quote to the client.
- The Document button opens the list of documents that you can create based on the quote.
- The Actions button performs the selected action with the document.
You can automate work with quotes using automation rules and triggers.
Automation rules can generate documents according to specified templates, send emails to customers, remind employees of events, or launch business processes.
Triggers can move invoices to the next stage when a customer reads an email or opens a document.