Quotations are probably the most important single activity a sales person performs, because they are the basis on which many businesses sell their goods and services. Each quotation has a date, a status (such as open, completed, accepted) etc, and a collection of components, services and assemblies. You can print a quotation, email the quotation to a customer, or print a Bill of Materials for the quotation.

In order for you to create a quotation, you first have to capture the customer if he doesn't exist in CQWorx yet. You can create an order or an invoice from an existing quotation by clicking on the buttons at the bottom of the quotation window. This will result in an order or invoice that is a copy of the current quotation, and which will contain the same components, services and assemblies as the original quotation.

SalesForce, Maximizer, SAS, SAP, Treesoft, IBM, Sage,crm,accounting,quotation,microsoft crm,accounting software,crm software