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.