Save the Quote with a Quote Name, Customer and Price List before adding Products to the Quote.
On Quotes, Add Products that are on a Price List, via a Price List Item, can be added to a Quote, once the Price List is added to the Quote. Name the Quote the Quote must have a Customer, it should have an Effective to Date, before Document Generation
Quotes have a Quote Name, a Customer, and can also be attach to an account
DefineTheBox helps our customers map products from multiple vendors and manufactures tracing parts down to the serial number and customer asset application.
Quotes can be related to a customer
Quotes are also Related to Accounts
Add a Product to a Quote, by clicking Add Product
Adding a line item to a Quote includes a Product that is available on the Quote’s Price List
DefineTheBox Uniquely adds a Customer Asset ID Lookup to the projects and bill of materials for a customer asset.
If your customer creates a Purchase Order against your Quote you can transition the Quote into an Order by Create Order
Document Generation is around my favorite artificial intelligence like features where at the Three Dots a Word Template can be used to quote a Customer.
