VS CRM
🚀 Guide

Quotation Guide

The Quotation Page allows you to create, view, and manage quotations with ease. It ensures accuracy in your offers and helps streamline your overall sales process.

Guide

Overview & Navigation

Follow these steps to open the Quotation page in your CRM.

Step-by-Step Instructions

  1. 1. Open your CRM application.
  2. 2. Go to the Dashboard.
  3. 3. Scroll down to see the Quotation option.
  4. 4. Click on the Quotation option from the dashboard menu.
  5. 5. Your Quotation Page will be opened with options such as Create Quotation and Custom Code.

💡 Pro Tip: Keep Quotations Updated

Regularly update your quotations to reflect the latest prices, discounts, and terms. This ensures transparency and builds trust with your clients.