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A quote's display is composed of multiple tabs where you can perform such actions as entering a quote's main data and instructions, selecting the quote's template and reviewing the quote's financial information and the messages and CRM-related actions associated with it.

The Tabs of the Quote's Display

Main Data - Quote

The Main Data tab contains the essential details of the new quote, including the quote's unique name, customer, contact person and the sales person responsible for the quote.

Instructions - Quote

Documents - Quote

In the Documents tab, you can review the documents to be used for the estimates and select the documents' recipients. Another feature of this tab is the option to send an individual quote for each selected language combination or task instead of the entire quote itself.

Finance - Quote

The primary purpose of the Finance tab is to serve as a financial overview of the project outlined in the quote. Here you can review the revenue and cost of the overall potential project and each of its individual tasks.

CRM - Quote

In the CRM tab, you can view all client related activities assigned to this quote. Here you can also create new activities.

Messages - Quote

When a user has entered his/her mailbox in Configuration, XTRF can keep a record in the Messages tab of all the work-related emails he/she has received associated with the quote.

 

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