5
5 (2 ratings)

Creating quotes for opportunities

Basic functionality of quote management: quick adding, printing and emailing to customer
Template
Application type
Configuration
Template type
    Product description
    Product description

    The template allows for managing quotes in Creatio.

    Intended use of the template:

    • quickly adding new quote from opportunity;
    • keeping history of quotes submitted to the customer;
    • generating printable quote and automaticly saving it to the quote attachments;
    • emailing quote to the customer in the attachment .

    The template can be used as a frame to customize quotes functionality on Creatio.

    Price
    Free
    Product compatibility
    Product
    Sales (team)
    Version
    7.12 and up
    Platform
    .Net Framework
    Guides and manuals
    1. Add new section to your workplace. Go to "System designer" > "Workplace setup", add the Quotes section to your workplace.
    2. Exit and login to Creatio again.
    3. Register employee's mailboxes in Creatio.
    4. Update quote printable. Go to "System designer" > "Lookups" > open the "Printable" lookup and edit "Quote printable" > download template and update it with your company name, address, logo and other details > upload template to the printable.
    5. Use your printable. If you have already setup your printable for quotes, update the "PrintableId" parameter in the business processes "Save printable to quote" and "Save and email quote" and save changes as new versions of business processes.