Send Quotes Directly to Customers
The Sales Module in EBSuite includes the ability to track Opportunities and with those Opportunities you have the flexibility to create a quote from an established quote design.
Along with the Product Line items the Quote can also have a Header Page and a Footer Page – just select the .PDF file to include:
The Quote itself is quite flexible and allows on-the-fly editing as well as the inclusion of any appropriate notes.
Review a short video on Quote Creation within an Opportunity by clicking here
Loading ...