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Quotations Management

Prosoft CRM 
  • Opportunity can be referenced in Quotation or Quotation can be opened without any Opportunity.
  • Quotation which has been approved can quickly be posted to make order.
  • Prices of items can be set in any time range and system will display the price automatically according to time period.
  • Quotation can be sent to customers via e-mail or fax from program to eliminate some work process and reduce operating cost.
  • Quotation which is waiting for approval, system will alert and send e-mail to approver immediately.
  • Quotation can be saved department-wise and job-wise.
  • Quotation can be copied easily and fast.
  • In Quotation, you can add more details for each item and can add descriptions unlimitedly.
  • Discount amount can be specified in a form of amount or percent and supports item-wise discounts and billing discounts.
  • Quotation can be set to ‘Hold’ if you don’t want to quote the price at the time.
  • Quotation of status ‘Not Approve’ or ‘Approve’ is revisable. Every revision versions is saved as history.
  • You can see the status of Quotation if it has been referred to other transactions.