4.2 Quotes

This function of TDS CRM automates the process of generating quotes for the customers. Some of the features provided by this module are:

 

  • It enables the users to customize the quote fields up to their organizational requirements.
  • All the calculations are performed automatically. The system itself takes care of discounts, taxes or any other required adjustment.
  • It keeps the record of unsettled or unresolved quotes from the list view.
  • It creates printable quotes. Quotes can also be delivered to the customers through the built-in email service.
  • It allows users to export the quotes directly in PDF format.
  • Users can also create invoice or sales order from the quote.
  • It avoids the duplicate records by specifying billing and shipping address information separately.
  • The quote stage history keeps the users updated about the status of the quote.