This module enables you to write quotations and Proforma Fee Notes to law firms handling client matters.
Steps:
1. Log into the system
2. Go to “Fee Notes & Quotations” Module
3. Click on “Fee Notes, Quotations” link
4. Click on “Quotations / Proforma Fee Notes” option
5. A list with all the quotations and proforma fee notes will pop up
This also has Advance search option to perform a quick search, Export to excel and Print.
6. To raise a new Quotation, click on New Quotation button at the top left of the page
7. Fill in all the details in the provided fields accordingly as per the below example
i.e. date, document type, number, select the Approver, item etc
8. Once done click on the Save Quotation button to submit
9. As shown in the example below, the quotation number 1 has been save and it is awaiting approval form the approver selected
