Sales Culture > Quotation
Upload the Quotation or Create a Quotation Template to be shared among colleague Create and directly send out quotations to leads. Integrate them within the Approval Center module to ensure fast...
Create a Quotation Template to be use personally or to be shared with other colleagues. Upload the Product and create quotation template by Product item or by product Category. The created templat...
There are 2 options for Sales Person to create a new quotation By uploading own quotation By using a ready template (refer to Create Quotation Template)    
The approved Quotation shall be sent to your customer directy from i3TW platform. Click on "Email" icon.   Fill in the reqested detail ad per shown below. The email will be automatically cc...
Before sending out the quotation to customer, user can view / print the selected quotation from the list. Click on the "Printer" icon.
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) In A...
 Categorize your Quotation for easy maintenance and serchable by the Sales Person                           
Set Approval Process (Stages)  Tap on Approval Stage menu bar and start configuring the stages.              Approver will r...
Before start creating a quotation template or upload your own quotation into i3TW system, kindly set the quotation naming convention. Define the Prefix and starting sequence number. This is to be s...
Normally, quotation sent to the customer is attached together with the Company's Cover Letter, as well as Term & Conditions document. i3TW is equipped with this setting for user to create the t...
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