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10.8 Generating Quotes


Tradepoint provides the ability to generate additional quotes within an ongoing Project. Any Quotes that are generated will be associated with the Customer or Lead file. There fore any Quotes generated from an ongoing Project will also be associated with the associated Lead or Customer file.

The Main screen to generate any Quotes is shown above.

When the New Quote icon is clicked you will be taken to the same Quotes screen that you would see through other sections of Tradepoint. Simply specify your information regarding the Quote as seen below and Save your changes. The quote will then be listed within Projects and accessible through the Lead or Customer Account as well.

Simply specify the items on the quote. Be sure to set the time frame the quote is good for and assign any sales and support representatives to the quote. If you need to print or email this quote as a PDF file then check the Print box and follow the prompts once you Save your changes.

Once a Quote has been accepted click on The New Order icon to turn an existing Quote into an Order.

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