Loading......

Loading......

Create and send a quote

Updated on 26 Oct 2021

Creating and sending quotes in SuperOffice CRM is a quick and effective way to push your sale towards completion. In this how-to guide you will learn how to create a quote, add and edit a product inside the quote and how to send a quote.

Follow the GIF or steps below to see how you create and send a quote:

  • Create a quote
  • Add/edit a product in the quote
  • Create a quote document
  • Send a quote

When you click create a quote, you can start adding your products and servicesAfter clicking on the button create a quote, you can start adding your  products and services to the quote

Tip: When you add products to the quote, you can use %% to search for all products in all available price lists. 

 

Related: