Sending a Quotation to your Contact is a crucial step in the sales process. This article will guide you through the steps to send a Quotation using BigChange.
There are essentially two sources from which quotes can be created:
- CRM > Financial Documents: Send a standalone quote.
- CRM > Sales Opportunities: Create and send a quote from a sales opportunity. For more details, please refer to the separate article on sales opportunities quotes.
Selecting and Sending Your Quotation
- Select your Quotation.
- Select the 'File' icon.
A new popup will now open with several options:
Download
- A PDF version of your Quotation will download.
This will open the email editor window.
- You can select a different Template or customise it if you wish.
- Quotation is automatcially attacked to quote as a PDF.
- Attach more documents to email. For example any photos or reports.
- Email the document to the client via the 'Send' icon.
Conclusion
Sending a Quotation in BigChange is straightforward. Select your Quotation, choose the appropriate option (Download, Email, or Attach to Job), and follow the prompts. For more detailed information on Templates, refer to the separate Templates article.
Comments
0 comments
Please sign in to leave a comment.