Send quote by email (function is only for Quotes)
Send the prepared quote to the Contact Person or the Client directly from the CRM, you can do this via the Send offer by email button.
Before sending, select which Export you want to send to the customer, either Export the quote for the customer or the second variant Export the quote for the customer with pictures / product descriptions
The sent quote will then be included in the History as an Email.
To create a new Quotation with the same information, press Duplicate. You can freely modify the duplicate quote.
Duplicate to another client
You may assign the newly duplicated quote to another Client. You can have one sample quote, which you will copy for other customers via this button.
Change the menu code
If you need to renumber the Menu, you can do so with this button.
Press the Export button to save any quote to your computer in PDF or XLSX format.
After clicking on the Security button, a window with system information about the quote will appear. You will find out from the person who created or modified it and when.
Records are visible only to those users who are authorised to do so. You can also lock any record you have access to prevent other users from editing it. You or the administrator can unlock it again for other users.
It may happen that different users work with the record at the same time. Performing the Update record action will display the current form of the Quote as well as changes made by another user in the meantime.
The quote record will be permanently deleted from the CRM.