To add a Quote, go to the Buddy Bar and click the Quote Icon.
You will then go to the main page of the Quote Module. To add a Quote, click on New at the top right hand side of the page.
The next page you will see is to fill in the Quote details. Complete all Mandatory fields and any fields the business requires to be completed. You can even add the customer image to the Quote if you wish.
Scroll down the page, then you will see where you can add your Products to the Quote. Enter the start of the Code or Product name and you will be able to choose your Product. Then the price will show in the system after you have chosen the quantity. You can then add discount or mark ups to the Price Modifier. You will then see a traffic light system to see if this is making money or not. Red, Yellow and Green. To add more Products select the Plus Icon at the side of the page.
You can also add any important Notes to the Quote. Make them visible or leave them for your own reference. To make the notes visible to the client ‘Tick to add to the bottom of quote’
Once you have completed the Quote, Click Save. A pop up box will appear as below to confirm it has saved. The Quote will then appear in the main page of Quote Module.
To Edit a Quote, search for the Quote itself either with the Quote number or Name. Once you have found the selected Quote, Click on the Quote Number to open it.
Then to Edit the Quote, simply click Edit on the top right hand side. Then change what you require within the Quote and click Save.
If you require any further assistance, please do not hesitate the BuddyCRM Support team. Details on how to do so are in our ‘Still Need Assistance’ area.