{"id":2478,"date":"2013-07-10T10:10:40","date_gmt":"2013-07-10T10:10:40","guid":{"rendered":"http:\/\/www.knowledgement.ie\/?p=1387"},"modified":"2013-07-10T10:10:40","modified_gmt":"2013-07-10T10:10:40","slug":"quotation-management-in-vtiger-crm","status":"publish","type":"post","link":"https:\/\/targetintegration.com\/en_gb\/quotation-management-in-vtiger-crm\/","title":{"rendered":"Quotation Management in vtiger\/vtplus CRM"},"content":{"rendered":"<p>This week&#8217;s\u00a0topic is Quotes module, which comes under Inventory Management:<\/p>\n<p>This is how the Quotes module\u00a0home-screen looks like:<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/07\/blog.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-1388\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/07\/blog.jpg\" alt=\"quote _1_module\" width=\"770\" height=\"275\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>A Quote can be defined as a formal statement issued by a seller, to the prospective buyer at their request. It contains the detailed list of Products and Services, Prices and Taxes, Dates, Involved Parties, Address information, Terms, and Discounts within the context of the Quote.<\/p>\n<p>There are two steps which assist you in creating a quote;<\/p>\n<p>The first one is: Click on the &#8216;Quick Create&#8217; drop-down and select &#8216;Create Quote&#8217;, (making sure that mandatory fields are added) and click the &#8216;Save&#8217; button.<\/p>\n<p>Secondly, we click on the plus sign &#8211; &#8216;+&#8217; as given below;<\/p>\n<p><a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/07\/blog1.jpg\"><img decoding=\"async\" class=\"size-full wp-image-1389 aligncenter\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/07\/blog1.jpg\" alt=\"quote _2_module\" width=\"1332\" height=\"211\" \/><\/a><\/p>\n<p>Once this is done, you should see the screen as below:<\/p>\n<p><a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/07\/blog2.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-1390\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/07\/blog2.jpg\" alt=\"quote _3_module\" width=\"700\" height=\"844\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>Then, we simply add the details in the fields as described:<\/p>\n<p>Subject: This field is mandatory. This specifies the topic of the quote;<\/p>\n<p>Quote Stage: Again, this is mandatory, this sets the status of the quote.<\/p>\n<p>We then enter the details that links the Quote to customer data already captured in the system, (if we have it), or creates new customer contact records should we not;<\/p>\n<p>Contact Name, Organization Name, Status, Billing Address, Shipping Address, Terms and Conditions, and so on &#8211; in vtiger CRM, you can store Quote details by entering data in Quote detail form.<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/07\/blog3.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1391 aligncenter\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/07\/blog3.jpg\" alt=\"quote _4_module\" width=\"624\" height=\"301\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>Once you are happy with this, click on the &#8216;Save&#8217; button, and the following screen will appear:<\/p>\n<p><a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/07\/blog4.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1392 aligncenter\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/07\/blog4.jpg\" alt=\"quote _5_module\" width=\"624\" height=\"623\" \/><\/a><\/p>\n<p>In the above detail view example, if you look at the right side, there is an Action and Tools block &#8211; from here, you can\u00a0send emails (with a PDF attachment) and generate Invoices, etc. without having to re-enter values manually, as these values will be automatically populated.<\/p>\n<p>The screenshot below gives you a quick view of the Services Contracts detail view where you can perform such actions as Delete, Edit, Duplicate, and many more.<\/p>\n<p><a href=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/07\/blog5.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1393\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2013\/07\/blog5.jpg\" alt=\"quote _6_module\" width=\"624\" height=\"284\" \/><\/a><\/p>\n<p>(In the example above, we can see a preview of how the document will look when exported to PDF)<\/p>\n<p>Should you have any questions on the above, please feel free to ask us via the \u2018Contact Us\u2019 section at\u00a0(<a href=\"https:\/\/targetintegration.com\/en_gb\/\" target=\"_blank\" rel=\"noopener\">http:\/\/www.<wbr \/>targetintegration.com\/<\/a>).<\/p>\n<p>&nbsp;<\/p>","protected":false},"excerpt":{"rendered":"<p>This week&#8217;s\u00a0topic is Quotes module, which comes under Inventory Management: This is how the Quotes module\u00a0home-screen looks like: &nbsp; A&#8230;<\/p>","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[147,161,40,55,53],"class_list":["post-2478","post","type-post","status-publish","hentry","category-article","tag-domain-name-registration","tag-enabling-cookies-in-web-browser","tag-finance","tag-inventors","tag-market"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Quotation Management in vtiger\/vtplus CRM -<\/title>\n<meta name=\"description\" content=\"This week&#039;s\u00a0topic is Quotes module, which comes under Inventory Management: This is how the Quotes module\u00a0home-screen looks like: &nbsp; A Quote can ...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/targetintegration.com\/en_gb\/quotation-management-in-vtiger-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Quotation Management in vtiger\/vtplus CRM -\" \/>\n<meta property=\"og:description\" content=\"This week&#039;s\u00a0topic is Quotes module, which comes under Inventory Management: This is how the Quotes module\u00a0home-screen looks like: &nbsp; 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