Welcome to the Create and Send Quotation feature guide for Empress. This guide is designed to help business users understand and utilize this feature to its fullest potential, making your quotation process more efficient.
Introduction
The Create and Send Quotation feature is a core element in Empress that simplifies the process of creating and sending quotations to your clients. This feature is particularly significant as it enhances business-client communication and ensures transparency in your business transactions.
Primary Functions and Benefits
1. Create Quotation
With the Create and Send Quotation feature, you can easily generate a new quotation for any business transaction. All you need to do is fill in the necessary details and the quotation is ready to be sent.
2. Send Quotation
Once the quotation is created, this feature allows you to instantly send it to your client. This ensures prompt communication and can significantly enhance the speed of your business transactions.
3. Track Quotations
This feature also enables you to keep track of all the quotations you have sent. This can be highly beneficial for record-keeping and future references.
How to Use
Viewing Quotations
To view your quotations, navigate to the Create and Send Quotation tab on your Empress dashboard. Here you’ll find a list of all your quotations, sorted by the most recent.
Editing Quotations
If you need to make changes to a quotation, simply select the quotation you wish to edit from the list and make the necessary alterations.
Sending Quotations
To send a quotation, select the quotation you wish to send, click on the ‘send’ button, and fill in the client’s email address. The quotation will be instantly sent to the client’s email.
Tracking Quotations
To keep track of your quotations, refer to the ‘status’ column in the Create and Send Quotation tab. This will tell you whether the quotation has been sent, viewed, or accepted by the client.
User Roles and Permissions
The Create and Send Quotation feature can be accessed by anyone with the role of Sales Manager, Sales User, or Accounts User. This ensures that the right people in your organization have the necessary access to this feature.
Conclusion
The Create and Send Quotation feature is an integral part of Empress that can significantly enhance your business processes. By enabling easy creation, sending, and tracking of quotations, this feature ensures that your business operations run smoothly and efficiently.
For more non-technical resources or support, you can refer to the Empress User Manual or contact our support team.