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Quote Management

PrismERP’s CRM includes a Quote Management feature that allows users to send financial proposals to potential clients along with service level agreements.

1) Add/New Quotes​

Navigation to Add New Quote

Required Fields:​

  • Party Type: Type of customer or organization
  • Party: Name of the organization
  • Date: Date of quote creation
  • Assign To: Employee managing the customer
  • Name: Person making the sale order
  • S/D (Month): Time required to deliver the product
  • Contact Person: Contact person for the sale order
  • Valid Till: Expiry date of the quote
  • Potential: Potential under which the financial quote was raised
  • Status: Current status of the product with the customer
  • Amount After S/D %: Percentage amount given to the company after delivery
  • Implementation Time: Time required to implement the service or product
  • Products: Sale order of the products
  • Terms & Conditions: Rules and regulations for purchasing products or placing a sale order
  • Reject Quote List: Option to view rejected quotes
  • Quote List: Option to navigate to the quote list page

2) Quote List Page​

The Quote List Page provides the following options and filters:

  • Add Icon: Allows adding an organization, potential, campaign, or quote
  • Reject Quote List: Navigate to rejected quotes
  • Party Type: Search quotes based on organization type
  • Party: Search quotes associated with a specific organization
  • Assign To: Search quotes assigned to a particular employee
  • Owner: Search quotes under a specific owner’s name
  • Status: Filter quotes based on their status
  • Date Range: Search for quotes within a specific date range
  • Quote Number: Locate specific quotes using the generated quote number
  • Re-Quote: Create a new quote based on an existing one

3) Page View of a Specific Quote​

Once a quote has been generated, users can:

  • View the complete details of the quote
  • Modify terms & conditions as necessary
  • Re-quote or update based on changes in customer requirements

This structured quote management system ensures an efficient workflow for financial proposals and client interactions.