Send your first quote
Make a quote from a deal, add products from a price list, check your margin and download the PDF for your customer.
Videolar ingliz tilida.
Nimalarni oʻrganasiz
- Create the quote
- Under More, in Revenue, open Quotes and click New quote. Pick the opportunity and a price list; the quote is saved as a draft with its own number.
- Add products
- Open Available products and click Add on each. Set the quantities and any discount; each line shows its total and your margin.
- Send and track it
- Download the customer's PDF, then move the status from Draft to Pending, and to Approved when the customer says yes. Number formats are in Settings, under Counter formats.
Katalogdan buyurtmagacha
5 ta darsTaxminan 10 daq
Oʻzlashtirish0%
Tegishli maqolalar
- Takliflar va namunalarMarjaga asoslangan takliflarni daqiqalarda tuzing va har bir namunani soʻrovdan sinov natijasigacha PromptLabʼdan chiqmasdan kuzating.
- Bitimlarni boshqarishMijozlar, imkoniyatlar, vazifalar va voronka holatini bir joyda boshqaring — qoʻlda kiritishni yoʻq qiladigan AI yangilanishlari bilan.
- HisobotlarHaqiqiy mijoz maʼlumotlariga tayangan qarorlar qabul qilish uchun voronkadagi faollik, yutuq/yoʻqotish natijalari va bosqichma-bosqich bitimlar yoʻqolishi boʻyicha moslashtirilgan hisobotlar tuzing.