Quotations

This enables you to get a list of all quotations in the system and how to raise a new quotation upon a customer’s request in order for them to know how much services are charged.

Steps:

  1. Log into the system
  2. Go to client management module under "Customer Relationship Manager" section click on the "Customer Quotation" link
  3.  Click on the "New Quotation" button at the top left of the page
  4. Fill in all the details in the pop out form accordingly in the provided fields and it must have an approver
  5. Click on the "Save" button to submit once you are done

 

 

To view a list of all the customer quotations

Steps:

  1. Go to client management module
  2. Under “Customer Relationship Manager” click on the ”Quotation” link
  3. Scroll down to view all the quotations registered in the system