Typically each product quotation progresses through one or more of the following statuses:
New
Ready to Send
Send
Approved
Rejected
Convert to Sales Order
Note that a Rejected quotation can be subsequently Approved.
Actions
Clicking the Action button sets the appropriate status for the quotation and usually displays a dialog or window for you to complete the action or review the results.
Generate Quotation - Creates a printable quotation.
Print Quotation - Displays a printable PDF of the quotation
Email Quotation - Sends the PDF to email recipients.
Accept - Marks the quotation as accepted by the customer.
Reject - Marks the quotation as rejected by the customer.
Convert to Sales Order - Converts the quotation to a sales order. A quotation must be Approved before it can be converted.
Messages confirm an action has completed successfully.
Processing Product Quotations
Select the CRM > Quotations > Product Quotations tab.
Click a quotation with a Status of New.
Click Actions > Generate Quotation.
The Status is set to Ready to Send.
Click Actions > Print Quotation.
Review the PDF to ensure it is correct.
If necessary, make changes to the quotation, regenerate and review the PDF again.
Click Actions > Email Quotation.
Email Template
Send Email - Separate Recipients or Combined Recipients
Contacts - Optionally uncheck to exclude.
Other Email - Enter email addresses manually.
Attachments - Optionally check to include.
Click Send.
The Status is set to Sent.
Do one of the following:
Click Actions > Approve to set the Status of the quotation to Approved.
Click Actions > Reject to set the Status of the quotation to Rejected.
If the quotation is Approved, click Actions > Convert to Sales Order.
