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- Sales
- Multi-currency for Sales
- Invoicing items that aren’t in stock
- Drop shipping workaround
- Managing your Quote pipeline
- Direct Debits
- Sending Statements
- Backorder Invoices
- Progressive revenue
- Subscriptions
- Bulk send Invoices
- Credit Notes
- Taking a Deposit
- Creating Invoices
- Create Freight Quotes
- Getting Started with Web Quotes
- Sales Orders
- Card Payments
- Payments
- Repeating Invoice Placeholders
- Creating Repeating Invoices
- Online Invoice Templates
- Online Sales Order Templates
- Set Up Web Quote Templates
- Quotes
- Quotes
Getting Started with Web Quotes
CRM allows you to generate web-based quotes based on product data from your accounting system, or if you are not using an accounting system with CRM – the products can be entered manually.
You can email or SMS these quotes to your customers, and they can sign and accept them online.
There is even a function to have an online Q&A where the salesperson can manage customer comments or queries about a Quote.
See also:
- How to create Web Quote Templates
- How customers can accept and pay Web Quotes online
- How to use the online Q&A function in Web Quotes
- Click here to learn how to manage your Quote pipeline
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