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Meny
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User guide
Create and send a quote
Oppdatert på 1. jul 2022
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:
After clicking on the button create a quote, you can start adding your products and services to the quote
- Create a quote
- Add/edit a product in the quote
- Create a quote document
- Send a quote
Tip: When you add products to the quote, you can use %% to search for all products in all available price lists.
Related:
- Create a quote document - Help file
- Approve quote before sending - Help file
- Configure your Quote and Sync in Settings and maintenance
- Quote templates variables - Help file pdf
Fant du denne informasjonen nyttig?