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Quote Module

Quote in CentraHub CRM refers to the price estimation list of the products/services that a business entity provides to its clients. Upon the request of the customer, quotes stored in the database could be confirmed as a sales order for further proceedings or canceled. In the daily B2B scenario, the usage of the Quote Module helps in managing the sales process.

Benefits of Quote Module in CRM:

Steps to Create a New Quote

Steps to Create a New Quote

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1. Click on the Quote module or click the arrow button beside the Quote module.

2. From the drop-down list, Click on the Create Quote.

3. On New Product page, enter the relevant details.

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Field Description for the New Quote page:

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Name

Refers to the Quote name.

Opportunity

From the drop-down list, select the Opportunity for which the Quote has to be created.

Expiry Date

Set the expiry date for the Quote.

Description

To add a description for the quotation.

Sub Total

Refers to the price without tax and discount included.

Tax

To add the tax rate to the price quotes.

Discount

Enter the discount amount for the quote, when discount % is applicable.

Grand Total

The final quote after including tax and discount.

Currency

Select the currency of the country in which the client is operating.

Exchange Rate

Enter the exchange rate of client currency with respect to your home currency.

Example: If the client currency is US dollar and the base currency is INR, then Currency Textbox should be entered with US dollar and Exchange Rate Textbox should be entered with base currency.

Product Information: To add the product details (quantity, price, etc.) based on the Price Book selected in the Opportunity or to enter the details manually.

4. Click Save. New Quote would be created.

Note: There are two options, ‘Save’ and ‘Save and New’. The former would just save the current Quote you created while the latter would save the new Quote and open a fresh page to create another new Quote.

You could use the ‘Cancel’ option to cancel the ongoing Quote creation.

Steps to View Quotes

Steps to View Quotes

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1. Click on the Quotes Module on the left-hand side of the sales application dashboard.

2. From the drop-down list, click on View Quote.

3. In Quote List page, you can view all the existing Quote.

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1. Edit

To edit the saved Quote.

2. View

To select the view layout of the Quote page.

3. Look in

Shows the users who can access the page.

4. New Quote

To create a new Quote.

5. Actions (3Dot)

To perform various actions related to quote creation.

6. List Button

To view Quotes in list view or split view mode.

7. Search Quote

To search any saved Quotes.

8. Filter

To find Quotes based on different categories.

4. Click on Edit button of any individual Quote record to get Detail information about it.

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1. Edit

To edit registered Quote details.

2. Clone

To clone the selected Quote and enter the required details.

3. Print

To print the selected Quote details.

4. Email Data

To send emails with Quote details.

5. Tags

To identify the Quote by a label or keyword.

6. Delete

To delete the saved Quote details.

7. Activity Stream

To check the history of actions performed for a particular Quote.

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