Features |
Create estimates and quotations for both customers and prospects |
Include existing stock items, services, materials and tasks on quotations plus create new stock items |
Flexible costing and pricing methods - schedule of rates/price lists, build up from components plus margin or uplift or via user-defined calculations |
Multi-level item build-up |
Use manufacturing Bills of Materials, standard builds or pick-list templates of potential components |
Include detailed comments against each item |
Terms and Conditions clauses |
Status codes for quotation tracking |
Copy from existing quotation |
Create multiple revisions of a quotation |
Optionally create a sales order and/or contract and new stock items, assemblies, customer and suppliers when a quote is won |