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Use Quote in Sales

Opdateret om 26. okt 2021

SuperOffice Quote is a feature that helps you generate quotes quickly and accurately – saving you time and minimising errors. In this how-to guide you’ll learn how to create and send different quotes and how to convert a quote into an order.

Once you have registered a sale in SuperOffice CRM, it is quick and easy to create a quote and send it to the customer. The quote can contain several alternative versions for the customer to choose from, and you have full control of the different versions if there are any changes along the way.

Using the product database in SuperOffice CRM, you can easily add products to the quote – and let SuperOffice do the calculations for you.

When the customer has accepted the quote, you can generate an order which you send for further processing.

(If you haven’t set up your products and prices, learn how to set up quote in Settings and maintenance.)

How-to guides: