Quotation
Sales Culture > Quotation
Send Quotation to your Customer and keep track of it via the console. You can either:
Upload your own Quotation file into i3TW or
Create a Quotation Template using i3TW system
Before you start creating the Quotation template, you need to enter the Product into i3TW system. After you have the products pricing ready, follow below steps to create the template.
1. From ...
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....
1. From your Main Dashboard, tap on SALES and click Quotation
2. Tap on
The Approved Quotation shall be sent to your customer directy from i3TW platform. Click on "Email" icon.
...
Before sending out the quotation to customer, user can view / print the selected quotation from the list.
1. From your Main Dashboard, tap on SALES and click Quotation
2. Tap on
...
Approver for Quotation (as per set in Approval Setting) will be getting a notification on their dashboard, Notification Center as well as other optional channel (Email, Line App, Telegram App)
...
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