5.4.How to manage client quotations?
How to Organize your Quotations:
1. You can find Quotations on the Left and Top of the page:
2. Once clicked, you can View all the Quotations here. Click on the create icon to request a new quote.
3. Enter the details and click on request.
4. This will send the assigned staff a quote request. The staff can then change the status, this will convert the quote to a proposal. This can be viewed under the proposals section.