The Quote Builder module provides all the tools required to quickly assemble, modify and issue professional looking quotes with optional cover page and terms and conditions attached.
After adding parts to the body of your quote you can adjust the pricing, margins or discount rates. Changes to quote pricing can be made at the item, section or grand total level.
Other Features Include:
Quick pick items with mouse from on-line price book
Copy information from previous quotations
Maintain quote revisions
Set-up templates for frequently quoted items
Format quote into sections
Type custom or non-standard items directly from the keyboard
Interactively adjust margins or apply discounts
Maintain quote revisions
Include cover letter, terms and conditions and warranty information
Mark quotes as active, accepted, rejected or canceled
