Quotes in Centra HUB CRM refers to the price estimation list of the product/service that a business entity provides to its clients. Quotes that are stored in the database, upon the request of the customer can be canceled or confirmed as Sales Order for further proceedings. In the daily B2B scenario, the usage of Quotes Module helps in managing the sales process.
Refers to the name of the Quote.
Select the Opportunity for which the Quote has to be created.
Set the expiry date of the Quote.
To add any description related to the quotation.
Refers to the price without tax and discount details.
To add tax rate to the quote price.
Enter discount amount for the quote if any discount % is applicable.
Displays the final price after including tax and discount.
To select the currency of the country in which the client is operating.
Fill the exchange rate of client currency with respect to home currency.
Example: If client currency is the US dollar and the base currency is INR in which the business entity is operating then Currency Textbox should be filled with US dollar and Exchange Rate Textbox should be filled with base currency.
No card required
Note: You have Save and New option to save the current Quote and automatically load a new page to create a new Quote and Cancel to cancel the current Quote creation.
To edit the saved Quote.
To select the view layout of the Quote page.
Shows the users who can access the page.
To create a new Quote.
To perform various actions on the records of quotation.
To view Quotes in list view or split view.
To search any Quote just by putting in the name.
To find the Quotes by using filter options.
To edit the details of the Quote.
To clone the selected Quote and enter the required details.
To print the details of the Quote.
To email the details of the Quote.
To identify the Quote by a label or keyword.
To delete the details of the Quote.
To check the history of actions performed on the Quote.