There are a couple of ways you can quickly create quotes from within your Clik Remote software.
Using The Quotes Module
Firstly, you can create one directly from the quotes module by clicking on the ‘New Quote’ button.
This will display a new quote with an automatically generated quote number. Here, you can fill in the relevant details you need.
Click on 'Save' when you have finished completing the necessary fields.
The quote will then be added to your quote list.
Using The CRM
Secondly, you can also create a new quote from a company in the CRM. Select a company from the CRM module and go to Activity > Quote > Add Quote.
The new quote screen will then appear with the company details, account code and quote number automatically generated. You can then complete the remaining fields and click ‘Save’ when done.
You can also create dashboard widgets to allow users to easily keep track of quotes, see how to set these up here.
Published: August 2019
Last Updated: October 2019