The Devis/Quotations application allows you to create a quote and send it to your clients/prospects based on your opportunities and positionings.
Installing & configuring the app
Need help with installing the app?
Nothing could be simpler! We invite you to follow this dedicated tutorial! Also, remember to modify the visibility of the app according to your preferences.
Configuring access rights to the app
Administration > Manager/Role > Role card of the concerned manager
Finally, specifically access the settings of the Quotations app through:
Apps tab > Devis/Quotations > Configuration (cogwheel)
You can:
Configure search rights
Configuring various access rights to the app
Quotations settings
Administration > Legal Agencies > Advanced settings tab > Quotations settings with app "Quotations"
You must:
Determine the validity duration of the quote
Indicate the default payment terms that will apply
Define a quote reference mask
Select the desired options
Define legal notices
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Creating a quote
Several options are available to you.
Creating a quote for multiple positionings
Opportunities module > Opportunity card > Information or Positionings tab
At the bottom of your page, the Quotations app appears.
By clicking on create a quote, BoondManager will take the active positionings.
Creating a quote for a single positioning
If you want to generate a quote for a specific positioning, you just need to:
Verify the qualification of your positioning: sales price and number of days sold,
Click on the icon to create a quote.
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Good to know
You can configure your own quote template using the DocTemplates application.
Sending a quote
Prerequisites
Creating billing details
CRM > Company card > Billing tab
Synchronizing your account with Emailing
Apps > Emailing
The Emailing: sending emails via BoondManager tutorial will detail the steps to follow.
Sending process
Two options are available to you.
By selecting the quote and clicking on Emailing icon
Directly from the quote by clicking on the Emailing icon
Then, the process is simple:
Select the quote
Check the Send a quote option
Select your emailing template
Proceed with sending