Quotation

• Customers use the Request for Quotation (RFQ) form to request a quote.
• Incoming quotations are listed in grid Active quotations.
• Staff members are able to return a quote to the requester, the requester receives an email.
• Requesters are able to confirm the quote by clicking a link in the email and fill the orther entry form with more detailed information.
• Submitting the form automatically transforms the quote request into an order.
• If you have access to the Quotation system it can be found at:
  • For (potential) customers: Frontoffice -> Quotation
  • For staff: Backoffice -> Quotations

Quick Start-Up Guide

• How to start.

Functionality

Functions Default quotation process User explanation Quotation form Quotation overview Creating a quote Sending a quote Receiving a quote Quotation Statuses and Actions Templates Parameters and Settings