Sales Culture > Quotation
Submit New Quotation
Posted by i3Teamworks Admin on 1 Mar 2018

1. From your Main Dashboard, tap on SALES and click Quotation 

2. Tap on  and click

3. Enter Customer Name, Contact and Billing Address to whom the Quotation will be attention to.

User may submit quotation in 3 ways:

A. By uploading own quotation document (pdf)

B. By using a ready template (refer to Create Quotation Template)

C. Create Template instantly and submit for Approval

 **Note: Quotation will be submitted for Approval process. Only quotation that has been approved are able to be sent to the Customer. Check the status here.