A quotation is a document sent to a potential customer with details of the products you intend to sell and the price and other terms apply. Businesses receive multiple quotations from different vendors and compare them to finalize the purchase.
Deskera Mobile App allows you to record and manage quotations and convert them into business opportunities. In this article, we will focus on how the user can add a quotation to the Deskera Mobile App in a few simple steps.
You can select the quotation module on the dashboard to view the list of all quotations existing on the system. If you are a new user the page will directly give you the option to add a new quotation.
Fig 1: Quotations – Main Screen
You can click on the Create New Quotation option under activities to open up the New Quotation form.
Fill in the required details such as, customers to whom to issue the quotation, product details, price details, etc. and click on Save.
Fig 2: Quotations – New Quotation
The created quotation will be visible on the quotations module and you can also choose to convert the quotation into an invoice.
Fig 3: Quotations – View Quotation
Fig. 4: Convert quote to invoice.
For all the quotes you have created, you can convert them into invoices by tapping on the 'Generate Invoice' button in the Quote Page. The quote will then moved to the Invoice page.
Changes can be made to the quotation by tapping on the edit icon on the top right of the page.
You can edit the quotation but cannot Delete the invoice once created.
By clicking on Add button you can add Photos and documents related to the products, etc
You also have an option to share the created Quotation Invoice to you customers/vendors via, email, whatsapp, etc by clicking on the option icon
Congratulations!! You can now proceed to create more quotes and carry your business forward with the Deskera Mobile App.
In the next article: Learn How to add a sales invoice?