Want to quickly create a quote and send it to a customer? Follow these simple steps:
1. Go to the Agenda
Click on Calendar in the menu on the left and find the order for which you want to create a quote.
2. Open the order
Click on the order for which you want to create a quote.
3. Create a quote
Scroll down to the “Create and send quote” section.
Click on the green “+ Create and send quote” button on the right.
4. Choose a quote template
Select the appropriate quote template you want to use for this quotation.
5. Send the quote to the customer
Click on the green “+ Send quote to customer” button at the top left.
A window will appear on the right-hand side with the email already filled in.
6. Confirm and send
All you have to do is click on the green ‘Send’ button on the right to send the quote directly to the customer.
Do you have any questions about this? Please feel free to contact us!
Kind regards,
The Catermonkey Team 🍌