Quote Setting

Quote Setting

Quotes refer to a document or an estimate that a salesperson sends to a customer with details of the products or services they are interested in buying. The quote typically includes a description of the product or service, the price, and any terms and conditions that apply.

Under Quotes setting you can add a Header Image and a Footer Image.

You can now add a footer when you click the Add Item button.

Now as you can see You need to put the title of the Header, you can put here your company's name or other important details about your company. Then in the description, you can add a few other details like your business's address, a contact number, or a tagline of your company.  

Now you will also have the option to add an image for your quote. You just need to click Add Image.

Now you will have the option of what image you wanted to attach. You can also do the same thing if you wanted to add a Footer to your quote.

Now next is the Quote Format. A Quote Format typically refers to the structure or style in which a quotation is presented within a written document or speech. There are different conventions for quoting depending on the context, such as academic papers, journalistic articles, or general writing. 

You will have the option to either type content or Select a Quote Template.

Under Type content, as you can see from the image below you can type here your desired text depending on your need. Unlike the Quote template, you will need to click  to get started and you will be automatically prompted to the email templates you have available.

 Now next is the Purchase Terms. Purchase terms refer to the specific conditions and agreements that govern the purchase of products or services by customers or clients. These terms outline the terms of sale, payment terms, delivery details, warranties, and any other relevant terms and conditions associated with the purchase transaction. They are typically documented and communicated to customers to ensure clarity and mutual understanding between the buyer and the seller.  

Next is the Default Tax, Discount, and fees. This refers to specific financial elements associated with a purchase transaction. These elements are often included in the overall calculation of the purchase amount, and CrmOne platform may have features or capabilities to handle them.  You can actually go to the Task, Discount, and Fees Setting if you wanted to include the prices here.

Lastly is the General Setting. In the image provided below, you have the option to enable or disable the bifurcation of tax, discount, and fees. Enabling this feature will display detailed information on the applied taxes, discounts, and fees when offering a quote.