Adding Quotation works in Cloudpital is a simple process that can be completed in just a few steps.
Step one:
First click on this link to view the Quotation process in Cloudpital to continue this….
Step Two:
- Click on the “Add Quotation” button to create a new quotation.
- Fill in the necessary details such as the Type, RFQ also click on Fetch Data, Terms & Conditions ,Add Vendor and also write Quoted Price. Then click on Save.
- When we click on Save the status is Draft to change the Status click on Edit.
- When we click on the Submit the Status is changed.
- You can also edit or delete existing quotations by navigating to the “Quotations” section and selecting the quotation you wish to modify. Click on the “Edit” button to make changes or the “Delete” button to remove the quotation from your records.
Adding quotations in Cloudpital can help you keep track of your sales and provide a professional and organized approach to your business dealings.