Create a quote

                                         To create a quote, go to the “Sales” module and click on “Create”.

             You'll need to start by adding a customer, either by creating one or by clicking on “Create or modify”.

The customer creation page opens and you need to fill in the customer's first and last name and e-mail address.

To add a configured project to the quote (open the configurator), select “Add a new project”.

       The project description is included in the body of the quotation. The project price is calculated automatically,                              taking into account the manufacturer's discounts and the sales coefficients you have set.
 

You can display more columns to consult the manufacturer's purchase discount and the sales coefficient you have set. To do this, click on the three small dots in the quotation column header. Select the columns you wish to display.

You can add an additional discount on the line of your choice in the quote.

You can also change the VAT rate to be applied per line of the quote.

It is possible to create and add products to your quote, such as installation, delivery, etc. 
Click on “Add a product”.

You can select an item (if you've already created one) or create a product directly by clicking on “Create and edit”.

To create an item, you'll need to enter the name, price and, if applicable, an internal reference. VAT must also be set. Once creation is complete, click on “Add”.
 

Click on “Send by e-mail” to send the quote and the appendices of the configured project by e-mail to the customer.

You can select the pricing options you wish to display before sending.



You can modify the content of the e-mail. 

Once ready, click on "Send".