How to View, Edit, and Manage a Quote

It is important to be able to access and modify your quotes according to your clients' needs. Here we explain how to do it:

View a quote

1. Access "Quotes":

   • Log in and select "Quotes" from the main menu.

     Find the quote:

   • Use the search bar or filters to locate it by number, client, or date.
   • Click on the quote to see the details.

Edit a quotation:

1. Open the quotation you want to edit.

   Select "Edit":

   • Click on the "Edit" button or the pencil icon.

     Make the necessary modifications:

   • Add or remove products.
   • Adjust quantities or prices.

• Save the changes:

• Click on "Save" or "Update quotation".

Manage quotations

How to approve or reject a quotation?

Managing the status of your quotations is essential for effective tracking.

Approve a quotation:

1. Receive the client's quotation:

• Update the status:

• Access "Quotations" and open the corresponding one.

• Click on "Mark as approved".

  Confirm the approval:

• The status will be updated and you can proceed with the next step of the sales process.

Reject a quotation:

1. Update the status:
   • Open the quotation in question.
   • Click on "Mark as Cancelled".

Tips:

• Follow-up: Keep communication with the client to address concerns and potentially adjust the quote.
• Analysis: Use this information to improve your proposals and approval rates.
• Send a copy: If you edit a submitted quote, notify the client about the changes.