.
 
Daybook 7
 

Creating a customer quote

Daybook makes quoting for work really easy. Out of the box the system has a series of 'stages' that an order can go through. From Enquiry to Quotation to a Completed order you don't need to recreate the data at any stage. You can modify a quote as much as you like, add items to it, change discounts, take products off, as you save each version of a quote the details are stored alongside the current version of the quote and can easily be accessed to further revise the quote. You can quote for pre-defined items(products or services) with pricing stored on the system or create 'ad-hoc' descriptions of the product or service. You can attach documents such as a request for tender from the client, quotations from sub-contracters, pictures, specifications and they all become share-able for anyone access the quotation. When a customer calls back to accept the quote you simply upgrade the status to an order and carry out the work or supply the goods required. 

 

See further information on Sales order Processing for handling the converted quote. 





        

Email: info@daybook.co.uk 
Copyright © Daybook - a division of SupportPlan plc. All rights reserved.
Last reviewed: v1.1.1.1 Thu, 08 Jun 2006 09:34:31 GMT

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